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 | $107,798 | $181,894-40.7% | $156,549-31.1% | $273,961-60.7% |
| Participation rate | 14.3% | 88.4%-74.1pp | 84.0%-69.7pp | 83.0%-68.7pp |
| Annual return | 8.69% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $302 | $6,248-95.2% | $5,501-94.5% | $4,869-93.8% |
| Participant deferral / active EE | $2,571 | $5,550-53.7% | $4,871-47.2% | $5,287-51.4% |
| Admin fee / account holder | $404 | $15,559-97.4% | $13,027-96.9% | $10,132-96.0% |