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 | $59,931 | $157,256-61.9% | $141,162-57.5% | $152,861-60.8% |
| Participation rate | 22.2% | 84.8%-62.6pp | 82.5%-60.2pp | 82.4%-60.2pp |
| Annual return | 21.29% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $815 | $5,261-84.5% | $4,735-82.8% | $4,762-82.9% |
| Participant deferral / active EE | $2,367 | $7,109-66.7% | $6,709-64.7% | $5,850-59.5% |
| Admin fee / account holder | $1,468 | $12,120-87.9% | $10,261-85.7% | $11,596-87.3% |