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 | $76,966 | $110,257-30.2% | $96,544-20.3% | $139,434-44.8% |
| Participation rate | 63.2% | 78.1%-14.9pp | 76.0%-12.8pp | 80.3%-17.2pp |
| Annual return | 13.32% | 26.32%-13.0pp | 25.84%-12.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $549 | $3,620-84.8% | $2,965-81.5% | $4,751-88.4% |
| Participant deferral / active EE | $2,216 | $5,548-60.1% | $4,851-54.3% | $6,710-67.0% |
| Admin fee / account holder | $29,268 | $11,591+152.5% | $8,252+254.7% | $11,403+156.7% |