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 | $55,113 | $81,208-32.1% | $98,907-44.3% | $79,858-31.0% |
| Participation rate | 36.4% | 72.5%-36.1pp | 76.0%-39.7pp | 69.6%-33.3pp |
| Annual return | 13.67% | 60.99%-47.3pp | 196.43%-182.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $349 | $1,960-82.2% | $2,689-87.0% | $2,471-85.9% |
| Participant deferral / active EE | $1,496 | $3,265-54.2% | $4,244-64.8% | $3,740-60.0% |
| Admin fee / account holder | $3,789 | $6,013-37.0% | $6,642-42.9% | $5,306-28.6% |