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 | $40,100 | $80,968-50.5% | $96,544-58.5% | $75,163-46.6% |
| Participation rate | 56.0% | 71.8%-15.8pp | 76.0%-20.0pp | 67.2%-11.2pp |
| Annual return | 13.46% | 27.06%-13.6pp | 25.84%-12.4pp | 160.62%-147.2pp |
| Employer contribution / active EE | $451 | $2,282-80.2% | $2,965-84.8% | $2,670-83.1% |
| Participant deferral / active EE | $2,362 | $3,928-39.9% | $4,851-51.3% | $4,125-42.7% |
| Admin fee / account holder | $605 | $6,724-91.0% | $8,252-92.7% | $5,651-89.3% |