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 | $54,735 | $73,933-26.0% | $96,683-43.4% | $75,163-27.2% |
| Participation rate | 41.4% | 66.4%-25.0pp | 74.3%-33.0pp | 67.2%-25.8pp |
| Annual return | 24.82% | 26.70%-1.9pp | 35.69%-10.9pp | 160.62%-135.8pp |
| Employer contribution / active EE | $449 | $2,928-84.7% | $3,737-88.0% | $2,670-83.2% |
| Participant deferral / active EE | $2,026 | $3,659-44.6% | $4,878-58.5% | $4,125-50.9% |
| Admin fee / account holder | $9,637 | $5,216+84.7% | $6,730+43.2% | $5,651+70.5% |