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 | $57,662 | $91,552-37.0% | $133,956-57.0% | $79,858-27.8% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-26.0pp | 69.6%-15.8pp |
| Annual return | 12.79% | 61.85%-49.1pp | 45.09%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $492 | $2,384-79.4% | $3,919-87.5% | $2,471-80.1% |
| Participant deferral / active EE | $1,971 | $3,733-47.2% | $5,048-61.0% | $3,740-47.3% |
| Admin fee / account holder | $948 | $6,321-85.0% | $8,927-89.4% | $5,306-82.1% |