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 | $60,791 | $82,917-26.7% | $103,333-41.2% | $77,643-21.7% |
| Participation rate | 32.2% | 71.6%-39.4pp | 74.5%-42.3pp | 70.6%-38.4pp |
| Annual return | 12.56% | 19.13%-6.6pp | 24.88%-12.3pp | 31.24%-18.7pp |
| Employer contribution / active EE | $731 | $3,552-79.4% | $3,868-81.1% | $2,726-73.2% |
| Participant deferral / active EE | $1,883 | $4,108-54.2% | $5,057-62.8% | $4,647-59.5% |
| Admin fee / account holder | $4,933 | $638+673.2% | $8,355-40.9% | $430+1046.2% |