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 | $54,742 | $81,208-32.6% | $98,907-44.7% | $79,858-31.5% |
| Participation rate | 58.0% | 72.5%-14.5pp | 76.0%-18.0pp | 69.6%-11.6pp |
| Annual return | 13.55% | 60.99%-47.4pp | 196.43%-182.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $217 | $1,960-88.9% | $2,689-91.9% | $2,471-91.2% |
| Participant deferral / active EE | $1,742 | $3,265-46.7% | $4,244-59.0% | $3,740-53.4% |
| Admin fee / account holder | $595 | $6,013-90.1% | $6,642-91.0% | $5,306-88.8% |