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 | $53,977 | $88,672-39.1% | $105,223-48.7% | $82,448-34.5% |
| Participation rate | 54.8% | 67.9%-13.2pp | 75.0%-20.3pp | 68.1%-13.3pp |
| Annual return | 13.09% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $48 | $3,048-98.4% | $3,689-98.7% | $2,551-98.1% |
| Participant deferral / active EE | $2,342 | $4,036-42.0% | $5,072-53.8% | $4,139-43.4% |
| Admin fee / account holder | $4,818 | $7,146-32.6% | $8,859-45.6% | $7,234-33.4% |