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 | $98,166 | $117,983-16.8% | $101,794-3.6% | $142,382-31.1% |
| Participation rate | 52.6% | 74.2%-21.6pp | 69.2%-16.6pp | 80.1%-27.5pp |
| Annual return | 15.36% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $463 | $2,773-83.3% | $2,289-79.8% | $4,299-89.2% |
| Participant deferral / active EE | $2,293 | $4,714-51.4% | $4,084-43.9% | $6,507-64.8% |
| Admin fee / account holder | $1,338 | $10,433-87.2% | $8,777-84.8% | $12,624-89.4% |