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 | $33,116 | $51,708-36.0% | $106,619-68.9% | $62,891-47.3% |
| Participation rate | 54.1% | 66.9%-12.8pp | 78.0%-23.9pp | 69.3%-15.3pp |
| Annual return | 6.20% | 4.69%+1.5pp | 9.42%-3.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $213 | $1,764-87.9% | $3,947-94.6% | $2,281-90.7% |
| Participant deferral / active EE | $960 | $2,315-58.6% | $3,930-75.6% | $3,203-70.0% |
| Admin fee / account holder | $399 | $3,349-88.1% | $6,418-93.8% | $4,296-90.7% |