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 | $66,115 | $96,484-31.5% | $75,886-12.9% | $152,861-56.7% |
| Participation rate | 59.1% | 76.2%-17.1pp | 69.3%-10.2pp | 82.4%-23.4pp |
| Annual return | 13.62% | 33.98%-20.4pp | 30.76%-17.1pp | 345.32%-331.7pp |
| Employer contribution / active EE | $247 | $3,309-92.5% | $2,500-90.1% | $4,762-94.8% |
| Participant deferral / active EE | $1,167 | $4,553-74.4% | $3,603-67.6% | $5,850-80.0% |
| Admin fee / account holder | $14,235 | $8,078+76.2% | $5,418+162.7% | $11,596+22.7% |