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 | $72,665 | $91,552-20.6% | $133,956-45.8% | $79,858-9.0% |
| Participation rate | 35.7% | 73.3%-37.6pp | 79.8%-44.1pp | 69.6%-33.9pp |
| Annual return | 15.55% | 61.85%-46.3pp | 45.09%-29.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $318 | $2,384-86.7% | $3,919-91.9% | $2,471-87.1% |
| Participant deferral / active EE | $2,108 | $3,733-43.5% | $5,048-58.2% | $3,740-43.6% |
| Admin fee / account holder | $999 | $6,321-84.2% | $8,927-88.8% | $5,306-81.2% |