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 | $64,323 | $94,625-32.0% | $116,228-44.7% | $84,808-24.2% |
| Participation rate | 59.3% | 70.4%-11.2pp | 74.6%-15.3pp | 68.3%-9.1pp |
| Annual return | 14.29% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $360 | $2,347-84.7% | $2,994-88.0% | $2,631-86.3% |
| Participant deferral / active EE | $2,410 | $3,972-39.3% | $4,953-51.3% | $4,212-42.8% |
| Admin fee / account holder | $7,922 | $10,091-21.5% | $11,989-33.9% | $7,344+7.9% |