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 | $47,696 | $71,516-33.3% | $98,439-51.5% | $71,457-33.3% |
| Participation rate | 50.0% | 72.7%-22.7pp | 75.2%-25.2pp | 67.9%-17.9pp |
| Annual return | 15.29% | 32.41%-17.1pp | 21.16%-5.9pp | 28.85%-13.6pp |
| Employer contribution / active EE | $527 | $2,399-78.1% | $3,048-82.7% | $2,588-79.7% |
| Participant deferral / active EE | $2,761 | $4,109-32.8% | $4,738-41.7% | $4,289-35.6% |
| Admin fee / account holder | $613 | $1,675-63.4% | $8,948-93.2% | $1,587-61.4% |