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 | $67,446 | $135,952-50.4% | $123,892-45.6% | $273,961-75.4% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 12.53% | 56.63%-44.1pp | 47.52%-35.0pp | 41.45%-28.9pp |
| Employer contribution / active EE | $666 | $5,170-87.1% | $4,617-85.6% | $4,869-86.3% |
| Participant deferral / active EE | $2,122 | $6,343-66.5% | $5,984-64.5% | $5,287-59.9% |
| Admin fee / account holder | $776 | $9,817-92.1% | $8,357-90.7% | $10,132-92.3% |