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 | $39,254 | $81,248-51.7% | $155,509-74.8% | $80,856-51.5% |
| Participation rate | 20.5% | 66.2%-45.7pp | 78.2%-57.7pp | 67.6%-47.2pp |
| Annual return | 13.38% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $376 | $3,100-87.9% | $4,672-91.9% | $2,755-86.3% |
| Participant deferral / active EE | $1,485 | $3,452-57.0% | $5,626-73.6% | $4,296-65.4% |
| Admin fee / account holder | $2,166 | $7,997-72.9% | $15,912-86.4% | $6,918-68.7% |