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 | $85,953 | $159,602-46.1% | $150,045-42.7% | $142,382-39.6% |
| Participation rate | 35.7% | 84.0%-48.3pp | 82.3%-46.6pp | 80.1%-44.4pp |
| Annual return | 14.96% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $552 | $4,961-88.9% | $4,693-88.2% | $4,299-87.2% |
| Participant deferral / active EE | $3,810 | $8,310-54.2% | $7,997-52.4% | $6,507-41.4% |
| Admin fee / account holder | $56,321 | $14,846+279.4% | $13,435+319.2% | $12,624+346.2% |