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 | $77,159 | $181,894-57.6% | $156,549-50.7% | $273,961-71.8% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 4.68% | 30.74%-26.1pp | 32.23%-27.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,121 | $6,248-82.1% | $5,501-79.6% | $4,869-77.0% |
| Participant deferral / active EE | $5,599 | $5,550+0.9% | $4,871+14.9% | $5,287+5.9% |
| Admin fee / account holder | $95,182 | $15,559+511.7% | $13,027+630.6% | $10,132+839.4% |