See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,978 | $124,281-54.2% | $109,143-47.8% | $167,490-66.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 16.29% | 26.04%-9.7pp | 25.75%-9.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $452 | $4,207-89.2% | $3,722-87.8% | $4,837-90.7% |
| Participant deferral / active EE | $4,418 | $5,255-15.9% | $4,653-5.1% | $6,341-30.3% |
| Admin fee / account holder | $1,553 | $7,970-80.5% | $6,752-77.0% | $12,309-87.4% |