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 | $111,588 | $152,460-26.8% | $118,746-6.0% | $147,584-24.4% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.3%-28.3pp | 82.8%-32.8pp |
| Annual return | 13.41% | 17.41%-4.0pp | 24.54%-11.1pp | 578.55%-565.1pp |
| Employer contribution / active EE | $694 | $5,046-86.3% | $4,193-83.5% | $4,876-85.8% |
| Participant deferral / active EE | $2,583 | $6,212-58.4% | $5,332-51.6% | $5,439-52.5% |
| Admin fee / account holder | $339 | $16,953-98.0% | $10,720-96.8% | $10,885-96.9% |