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 | $71,258 | $95,803-25.6% | $113,168-37.0% | $84,808-16.0% |
| Participation rate | 56.5% | 72.9%-16.3pp | 76.6%-20.0pp | 68.3%-11.8pp |
| Annual return | 13.05% | 25.00%-12.0pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $438 | $2,360-81.4% | $2,975-85.3% | $2,631-83.3% |
| Participant deferral / active EE | $2,343 | $4,242-44.8% | $5,107-54.1% | $4,212-44.4% |
| Admin fee / account holder | $4,271 | $8,989-52.5% | $12,068-64.6% | $7,344-41.8% |