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 | $58,990 | $78,672-25.0% | $109,143-46.0% | $85,850-31.3% |
| Participation rate | 44.7% | 68.3%-23.5pp | 75.9%-31.1pp | 69.3%-24.6pp |
| Annual return | 17.29% | 25.09%-7.8pp | 25.75%-8.5pp | 318.53%-301.2pp |
| Employer contribution / active EE | $654 | $2,735-76.1% | $3,722-82.4% | $2,565-74.5% |
| Participant deferral / active EE | $2,707 | $3,467-21.9% | $4,653-41.8% | $3,952-31.5% |
| Admin fee / account holder | $4,577 | $5,469-16.3% | $6,752-32.2% | $6,260-26.9% |