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 | $134,628 | $163,101-17.5% | $136,749-1.6% | $142,382-5.4% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 13.84% | 27.54%-13.7pp | 24.33%-10.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $582 | $4,117-85.9% | $3,400-82.9% | $4,299-86.5% |
| Participant deferral / active EE | $3,523 | $5,585-36.9% | $4,692-24.9% | $6,507-45.9% |
| Admin fee / account holder | $4,437 | $14,318-69.0% | $11,386-61.0% | $12,624-64.9% |