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 | $74,667 | $162,781-54.1% | $133,956-44.3% | $158,922-53.0% |
| Participation rate | 45.5% | 83.2%-37.8pp | 79.8%-34.4pp | 82.0%-36.5pp |
| Annual return | 16.79% | 41.94%-25.1pp | 45.09%-28.3pp | 302.83%-286.0pp |
| Employer contribution / active EE | $264 | $4,975-94.7% | $3,919-93.3% | $4,761-94.5% |
| Participant deferral / active EE | $2,467 | $5,911-58.3% | $5,048-51.1% | $5,982-58.8% |
| Admin fee / account holder | $5,937 | $11,736-49.4% | $8,927-33.5% | $11,246-47.2% |