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 | $67,844 | $181,894-62.7% | $156,549-56.7% | $273,961-75.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 4.62% | 30.74%-26.1pp | 32.23%-27.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,000 | $6,248-84.0% | $5,501-81.8% | $4,869-79.5% |
| Participant deferral / active EE | $7,000 | $5,550+26.1% | $4,871+43.7% | $5,287+32.4% |
| Admin fee / account holder | $750 | $15,559-95.2% | $13,027-94.2% | $10,132-92.6% |