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 | $68,558 | $73,787-7.1% | $98,716-30.5% | $82,448-16.8% |
| Participation rate | 34.5% | 61.4%-26.9pp | 69.3%-34.8pp | 68.1%-33.6pp |
| Annual return | 15.14% | 18.57%-3.4pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $186 | $1,511-87.7% | $2,279-91.9% | $2,551-92.7% |
| Participant deferral / active EE | $1,897 | $3,081-38.4% | $4,048-53.1% | $4,139-54.2% |
| Admin fee / account holder | $1,918 | $6,500-70.5% | $8,703-78.0% | $7,234-73.5% |