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 | $76,943 | $99,341-22.5% | $84,750-9.2% | $273,961-71.9% |
| Participation rate | 30.8% | 80.7%-49.9pp | 76.6%-45.8pp | 83.0%-52.2pp |
| Annual return | 13.49% | 22.93%-9.4pp | 22.78%-9.3pp | 41.45%-28.0pp |
| Employer contribution / active EE | $504 | $4,214-88.0% | $3,574-85.9% | $4,869-89.7% |
| Participant deferral / active EE | $3,948 | $4,269-7.5% | $3,712+6.4% | $5,287-25.3% |
| Admin fee / account holder | $949 | $6,644-85.7% | $5,332-82.2% | $10,132-90.6% |