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 | $55,129 | $140,940-60.9% | $112,229-50.9% | $139,434-60.5% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 16.03% | 32.71%-16.7pp | 30.20%-14.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $356 | $4,283-91.7% | $3,430-89.6% | $4,751-92.5% |
| Participant deferral / active EE | $3,476 | $5,874-40.8% | $4,798-27.6% | $6,710-48.2% |
| Admin fee / account holder | $1,066 | $9,954-89.3% | $7,748-86.2% | $11,403-90.7% |