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 | $51,497 | $83,337-38.2% | $67,834-24.1% | $273,961-81.2% |
| Participation rate | 61.9% | 76.4%-14.5pp | 68.8%-6.9pp | 83.0%-21.1pp |
| Annual return | 3.49% | 259.45%-256.0pp | 138.47%-135.0pp | 41.45%-38.0pp |
| Employer contribution / active EE | $236 | $3,287-92.8% | $2,403-90.2% | $4,869-95.2% |
| Participant deferral / active EE | $3,620 | $4,088-11.4% | $3,160+14.6% | $5,287-31.5% |
| Admin fee / account holder | $4,114 | $6,752-39.1% | $4,622-11.0% | $10,132-59.4% |