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 | $36,942 | $99,341-62.8% | $84,750-56.4% | $273,961-86.5% |
| Participation rate | 68.2% | 80.7%-12.5pp | 76.6%-8.4pp | 83.0%-14.8pp |
| Annual return | 8.70% | 22.93%-14.2pp | 22.78%-14.1pp | 41.45%-32.7pp |
| Employer contribution / active EE | $251 | $4,214-94.0% | $3,574-93.0% | $4,869-94.8% |
| Participant deferral / active EE | $1,037 | $4,269-75.7% | $3,712-72.1% | $5,287-80.4% |
| Admin fee / account holder | $1,038 | $6,644-84.4% | $5,332-80.5% | $10,132-89.8% |