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 | $49,796 | $135,952-63.4% | $123,892-59.8% | $273,961-81.8% |
| Participation rate | 46.2% | 84.1%-37.9pp | 81.4%-35.3pp | 83.0%-36.9pp |
| Annual return | 8.97% | 56.63%-47.7pp | 47.52%-38.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $786 | $5,170-84.8% | $4,617-83.0% | $4,869-83.9% |
| Participant deferral / active EE | $2,721 | $6,343-57.1% | $5,984-54.5% | $5,287-48.5% |
| Admin fee / account holder | $2,812 | $9,817-71.4% | $8,357-66.3% | $10,132-72.2% |