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 | $36,703 | $72,277-49.2% | $101,248-63.7% | $79,858-54.0% |
| Participation rate | 48.8% | 68.5%-19.6pp | 75.8%-27.0pp | 69.6%-20.8pp |
| Annual return | 16.93% | 22.30%-5.4pp | 46.47%-29.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $509 | $2,692-81.1% | $3,660-86.1% | $2,471-79.4% |
| Participant deferral / active EE | $6,365 | $3,282+94.0% | $4,370+45.7% | $3,740+70.2% |
| Admin fee / account holder | $6,299 | $4,400+43.1% | $5,945+5.9% | $5,306+18.7% |