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 | $95,571 | $109,881-13.0% | $150,045-36.3% | $84,808+12.7% |
| Participation rate | 25.9% | 76.1%-50.2pp | 82.3%-56.4pp | 68.3%-42.4pp |
| Annual return | 14.39% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $557 | $3,561-84.4% | $4,693-88.1% | $2,631-78.8% |
| Participant deferral / active EE | $3,133 | $6,636-52.8% | $7,997-60.8% | $4,212-25.6% |
| Admin fee / account holder | $1,960 | $8,568-77.1% | $13,435-85.4% | $7,344-73.3% |