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 | $50,935 | $81,446-37.5% | $103,374-50.7% | $80,874-37.0% |
| Participation rate | 40.7% | 66.9%-26.1pp | 74.5%-33.8pp | 67.6%-26.9pp |
| Annual return | 14.69% | 25.57%-10.9pp | 24.89%-10.2pp | 35.62%-20.9pp |
| Employer contribution / active EE | $225 | $3,107-92.8% | $3,869-94.2% | $2,756-91.8% |
| Participant deferral / active EE | $2,572 | $3,870-33.5% | $5,058-49.2% | $4,297-40.1% |
| Admin fee / account holder | $1,305 | $6,715-80.6% | $8,394-84.5% | $6,935-81.2% |