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 | $67,149 | $91,552-26.7% | $133,956-49.9% | $79,858-15.9% |
| Participation rate | 51.2% | 73.3%-22.1pp | 79.8%-28.6pp | 69.6%-18.4pp |
| Annual return | 14.26% | 61.85%-47.6pp | 45.09%-30.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $429 | $2,384-82.0% | $3,919-89.1% | $2,471-82.6% |
| Participant deferral / active EE | $3,411 | $3,733-8.6% | $5,048-32.4% | $3,740-8.8% |
| Admin fee / account holder | $4,361 | $6,321-31.0% | $8,927-51.1% | $5,306-17.8% |