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 | $134,162 | $165,335-18.9% | $149,696-10.4% | $158,922-15.6% |
| Participation rate | 57.9% | 84.6%-26.7pp | 82.5%-24.6pp | 82.0%-24.1pp |
| Annual return | 8.46% | 348.15%-339.7pp | 276.60%-268.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $886 | $5,103-82.6% | $4,644-80.9% | $4,761-81.4% |
| Participant deferral / active EE | $5,196 | $7,181-27.6% | $6,842-24.1% | $5,982-13.1% |
| Admin fee / account holder | $4,427 | $10,807-59.0% | $9,309-52.4% | $11,246-60.6% |