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 | $58,970 | $109,413-46.1% | $156,263-62.3% | $84,808-30.5% |
| Participation rate | 65.5% | 72.7%-7.2pp | 78.9%-13.4pp | 68.3%-2.8pp |
| Annual return | 28.60% | 20.18%+8.4pp | 59.47%-30.9pp | 40.90%-12.3pp |
| Employer contribution / active EE | $604 | $2,907-79.2% | $4,333-86.1% | $2,631-77.0% |
| Participant deferral / active EE | $3,903 | $4,590-15.0% | $6,158-36.6% | $4,212-7.3% |
| Admin fee / account holder | $1,426 | $9,357-84.8% | $14,255-90.0% | $7,344-80.6% |