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 | $38,615 | $177,572-78.3% | $154,803-75.1% | $142,382-72.9% |
| Participation rate | 39.1% | 82.1%-42.9pp | 78.1%-38.9pp | 80.1%-41.0pp |
| Annual return | 16.15% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $629 | $4,810-86.9% | $4,305-85.4% | $4,299-85.4% |
| Participant deferral / active EE | $3,059 | $6,272-51.2% | $5,540-44.8% | $6,507-53.0% |
| Admin fee / account holder | $474 | $16,786-97.2% | $14,329-96.7% | $12,624-96.2% |