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 | $59,306 | $228,332-74.0% | $185,823-68.1% | $158,922-62.7% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 16.97% | 40.80%-23.8pp | 35.95%-19.0pp | 302.83%-285.9pp |
| Employer contribution / active EE | $481 | $4,967-90.3% | $4,087-88.2% | $4,761-89.9% |
| Participant deferral / active EE | $2,423 | $6,415-62.2% | $5,632-57.0% | $5,982-59.5% |
| Admin fee / account holder | $332 | $11,864-97.2% | $9,500-96.5% | $11,246-97.0% |