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 | $53,517 | $181,894-70.6% | $156,549-65.8% | $273,961-80.5% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 11.76% | 30.74%-19.0pp | 32.23%-20.5pp | 41.45%-29.7pp |
| Employer contribution / active EE | $397 | $6,248-93.6% | $5,501-92.8% | $4,869-91.8% |
| Participant deferral / active EE | $8,273 | $5,550+49.1% | $4,871+69.8% | $5,287+56.5% |
| Admin fee / account holder | $2,211 | $15,559-85.8% | $13,027-83.0% | $10,132-78.2% |