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 | $42,314 | $65,365-35.3% | $92,893-54.4% | $72,985-42.0% |
| Participation rate | 22.9% | 68.3%-45.5pp | 76.0%-53.1pp | 69.5%-46.6pp |
| Annual return | 20.49% | 42.10%-21.6pp | 109.41%-88.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $497 | $2,594-80.8% | $3,653-86.4% | $2,440-79.6% |
| Participant deferral / active EE | $1,939 | $3,128-38.0% | $4,236-54.2% | $3,607-46.2% |
| Admin fee / account holder | $6,548 | $4,251+54.0% | $5,794+13.0% | $5,124+27.8% |