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 | $48,899 | $123,793-60.5% | $177,821-72.5% | $79,858-38.8% |
| Participation rate | 45.2% | 84.7%-39.5pp | 87.7%-42.6pp | 69.6%-24.5pp |
| Annual return | 26.70% | 22.82%+3.9pp | 48.32%-21.6pp | 31.71%-5.0pp |
| Employer contribution / active EE | $406 | $4,095-90.1% | $5,918-93.1% | $2,471-83.6% |
| Participant deferral / active EE | $6,454 | $5,956+8.4% | $7,714-16.3% | $3,740+72.6% |
| Admin fee / account holder | $679 | $7,243-90.6% | $12,427-94.5% | $5,306-87.2% |