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 | $53,696 | $80,968-33.7% | $96,544-44.4% | $75,163-28.6% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 17.63% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $434 | $2,282-81.0% | $2,965-85.3% | $2,670-83.7% |
| Participant deferral / active EE | $2,493 | $3,928-36.5% | $4,851-48.6% | $4,125-39.6% |
| Admin fee / account holder | $932 | $6,724-86.1% | $8,252-88.7% | $5,651-83.5% |