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 | $54,503 | $67,606-19.4% | $82,313-33.8% | $70,131-22.3% |
| Participation rate | 26.7% | 72.8%-46.1pp | 76.9%-50.2pp | 69.5%-42.9pp |
| Annual return | 15.58% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $290 | $1,755-83.5% | $2,428-88.1% | $2,342-87.6% |
| Participant deferral / active EE | $1,652 | $2,987-44.7% | $3,706-55.4% | $3,332-50.4% |
| Admin fee / account holder | $407 | $4,512-91.0% | $5,608-92.7% | $4,645-91.2% |