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 | $35,347 | $110,257-67.9% | $96,544-63.4% | $139,434-74.6% |
| Participation rate | 25.0% | 78.1%-53.1pp | 76.0%-51.0pp | 80.3%-55.3pp |
| Annual return | 11.29% | 26.32%-15.0pp | 25.84%-14.6pp | 372.94%-361.7pp |
| Employer contribution / active EE | $520 | $3,620-85.6% | $2,965-82.5% | $4,751-89.1% |
| Participant deferral / active EE | $2,600 | $5,548-53.1% | $4,851-46.4% | $6,710-61.3% |
| Admin fee / account holder | $739 | $11,591-93.6% | $8,252-91.0% | $11,403-93.5% |