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 | $63,393 | $101,724-37.7% | $164,813-61.5% | $80,856-21.6% |
| Participation rate | 62.8% | 71.8%-9.0pp | 78.6%-15.8pp | 67.6%-4.8pp |
| Annual return | 15.02% | 16.72%-1.7pp | 69.93%-54.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $385 | $2,953-87.0% | $4,341-91.1% | $2,755-86.0% |
| Participant deferral / active EE | $2,288 | $4,477-48.9% | $6,031-62.1% | $4,296-46.7% |
| Admin fee / account holder | $2,061 | $8,227-74.9% | $12,690-83.8% | $6,918-70.2% |