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 | $49,290 | $106,515-53.7% | $96,683-49.0% | $139,434-64.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 13.00% | 38.43%-25.4pp | 35.69%-22.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $713 | $4,103-82.6% | $3,737-80.9% | $4,751-85.0% |
| Participant deferral / active EE | $2,763 | $5,454-49.3% | $4,878-43.4% | $6,710-58.8% |
| Admin fee / account holder | $763 | $7,877-90.3% | $6,730-88.7% | $11,403-93.3% |