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 | $61,208 | $83,477-26.7% | $125,175-51.1% | $72,985-16.1% |
| Participation rate | 36.4% | 73.3%-36.9pp | 79.8%-43.4pp | 69.5%-33.1pp |
| Annual return | 19.73% | 25.78%-6.0pp | 43.79%-24.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $512 | $2,345-78.2% | $3,865-86.8% | $2,440-79.0% |
| Participant deferral / active EE | $2,260 | $3,585-37.0% | $4,937-54.2% | $3,607-37.4% |
| Admin fee / account holder | $1,796 | $5,517-67.5% | $9,702-81.5% | $5,124-65.0% |