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 | $55,151 | $109,413-49.6% | $156,263-64.7% | $84,808-35.0% |
| Participation rate | 63.1% | 72.7%-9.6pp | 78.9%-15.8pp | 68.3%-5.2pp |
| Annual return | 15.02% | 20.18%-5.2pp | 59.47%-44.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $585 | $2,907-79.9% | $4,333-86.5% | $2,631-77.8% |
| Participant deferral / active EE | $2,015 | $4,590-56.1% | $6,158-67.3% | $4,212-52.2% |
| Admin fee / account holder | $2,123 | $9,357-77.3% | $14,255-85.1% | $7,344-71.1% |