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 | $89,429 | $124,319-28.1% | $111,297-19.6% | $167,490-46.6% |
| Participation rate | 59.1% | 79.6%-20.5pp | 77.3%-18.2pp | 82.1%-23.0pp |
| Annual return | 11.23% | 37.44%-26.2pp | 54.65%-43.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $590 | $3,435-82.8% | $2,731-78.4% | $4,837-87.8% |
| Participant deferral / active EE | $3,331 | $5,180-35.7% | $4,487-25.8% | $6,341-47.5% |
| Admin fee / account holder | $1,972 | $10,618-81.4% | $7,964-75.2% | $12,309-84.0% |