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 | $32,340 | $104,251-69.0% | $91,001-64.5% | $147,584-78.1% |
| Participation rate | 45.8% | 78.2%-32.4pp | 75.6%-29.8pp | 82.8%-37.0pp |
| Annual return | 11.32% | 27.06%-15.7pp | 4.60%+6.7pp | 578.55%-567.2pp |
| Employer contribution / active EE | $367 | $3,116-88.2% | $2,456-85.0% | $4,876-92.5% |
| Participant deferral / active EE | $3,397 | $4,195-19.0% | $3,547-4.2% | $5,439-37.5% |
| Admin fee / account holder | $3,448 | $8,948-61.5% | $5,417-36.4% | $10,885-68.3% |