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 | $69,844 | $79,449-12.1% | $189,557-63.2% | $85,850-18.6% |
| Participation rate | 52.7% | 66.0%-13.2pp | 78.4%-25.7pp | 69.3%-16.6pp |
| Annual return | 14.34% | 18.45%-4.1pp | 64.17%-49.8pp | 318.53%-304.2pp |
| Employer contribution / active EE | $352 | $2,081-83.1% | $4,412-92.0% | $2,565-86.3% |
| Participant deferral / active EE | $2,030 | $4,051-49.9% | $6,174-67.1% | $3,952-48.6% |
| Admin fee / account holder | $2,968 | $5,377-44.8% | $9,807-69.7% | $6,260-52.6% |