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 | $43,638 | $72,277-39.6% | $101,248-56.9% | $79,858-45.4% |
| Participation rate | 34.0% | 68.5%-34.4pp | 75.8%-41.8pp | 69.6%-35.6pp |
| Annual return | 30.48% | 22.30%+8.2pp | 46.47%-16.0pp | 31.71%-1.2pp |
| Employer contribution / active EE | $379 | $2,692-85.9% | $3,660-89.6% | $2,471-84.6% |
| Participant deferral / active EE | $1,508 | $3,282-54.0% | $4,370-65.5% | $3,740-59.7% |
| Admin fee / account holder | $3,374 | $4,400-23.3% | $5,945-43.3% | $5,306-36.4% |