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 | $58,365 | $95,803-39.1% | $113,168-48.4% | $84,808-31.2% |
| Participation rate | 50.8% | 72.9%-22.0pp | 76.6%-25.7pp | 68.3%-17.5pp |
| Annual return | 14.42% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $272 | $2,360-88.5% | $2,975-90.8% | $2,631-89.7% |
| Participant deferral / active EE | $2,144 | $4,242-49.4% | $5,107-58.0% | $4,212-49.1% |
| Admin fee / account holder | $2,774 | $8,989-69.1% | $12,068-77.0% | $7,344-62.2% |