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 | $95,453-25.3% | $112,040-36.4% | $82,448-13.6% |
| Participation rate | 56.5% | 72.8%-16.2pp | 76.5%-20.0pp | 68.1%-11.5pp |
| Annual return | 13.05% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $438 | $2,318-81.1% | $2,954-85.2% | $2,551-82.8% |
| Participant deferral / active EE | $2,343 | $4,224-44.5% | $5,098-54.0% | $4,139-43.4% |
| Admin fee / account holder | $4,271 | $9,013-52.6% | $12,098-64.7% | $7,234-41.0% |