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 | $67,481 | $110,257-38.8% | $96,544-30.1% | $139,434-51.6% |
| Participation rate | 57.9% | 78.1%-20.2pp | 76.0%-18.1pp | 80.3%-22.4pp |
| Annual return | 13.68% | 26.32%-12.6pp | 25.84%-12.2pp | 372.94%-359.3pp |
| Employer contribution / active EE | $434 | $3,620-88.0% | $2,965-85.4% | $4,751-90.9% |
| Participant deferral / active EE | $4,182 | $5,548-24.6% | $4,851-13.8% | $6,710-37.7% |
| Admin fee / account holder | $40,800 | $11,591+252.0% | $8,252+394.4% | $11,403+257.8% |