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 | $67,036 | $165,335-59.5% | $149,696-55.2% | $158,922-57.8% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 8.72% | 348.15%-339.4pp | 276.60%-267.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $282 | $5,103-94.5% | $4,644-93.9% | $4,761-94.1% |
| Participant deferral / active EE | $2,922 | $7,181-59.3% | $6,842-57.3% | $5,982-51.1% |
| Admin fee / account holder | $9,133 | $10,807-15.5% | $9,309-1.9% | $11,246-18.8% |