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 | $78,969 | $111,754-29.3% | $103,333-23.6% | $145,922-45.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.13% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $597 | $4,212-85.8% | $3,868-84.6% | $4,660-87.2% |
| Participant deferral / active EE | $4,267 | $5,619-24.1% | $5,057-15.6% | $6,688-36.2% |
| Admin fee / account holder | $304 | $9,750-96.9% | $8,355-96.4% | $13,397-97.7% |