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 | $81,669 | $202,432-59.7% | $169,368-51.8% | $139,434-41.4% |
| Participation rate | 25.0% | 81.1%-56.1pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 11.45% | 531.74%-520.3pp | 405.60%-394.2pp | 372.94%-361.5pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,570 | $6,938-63.0% | $6,221-58.7% | $6,710-61.7% |
| Admin fee / account holder | $2,170 | $10,708-79.7% | $9,003-75.9% | $11,403-81.0% |