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 | $72,694 | $110,257-34.1% | $96,544-24.7% | $139,434-47.9% |
| Participation rate | 55.6% | 78.1%-22.5pp | 76.0%-20.4pp | 80.3%-24.8pp |
| Annual return | 12.96% | 26.32%-13.4pp | 25.84%-12.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,125 | $5,548-43.7% | $4,851-35.6% | $6,710-53.4% |
| Admin fee / account holder | $658 | $11,591-94.3% | $8,252-92.0% | $11,403-94.2% |