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 | $28,619 | $179,726-84.1% | $156,263-81.7% | $142,382-79.9% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.9%-24.4pp | 80.1%-25.6pp |
| Annual return | 14.26% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $327 | $5,069-93.5% | $4,333-92.5% | $4,299-92.4% |
| Participant deferral / active EE | $3,255 | $6,956-53.2% | $6,158-47.1% | $6,507-50.0% |
| Admin fee / account holder | $9,164 | $17,272-46.9% | $14,255-35.7% | $12,624-27.4% |