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 | $44,114 | $53,127-17.0% | $86,590-49.1% | $70,131-37.1% |
| Participation rate | 56.8% | 65.3%-8.6pp | 73.5%-16.8pp | 69.5%-12.8pp |
| Annual return | 15.96% | 27.66%-11.7pp | 964.84%-948.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $162 | $2,068-92.2% | $2,839-94.3% | $2,342-93.1% |
| Participant deferral / active EE | $2,514 | $2,696-6.7% | $3,609-30.3% | $3,332-24.5% |
| Admin fee / account holder | $4,430 | $3,585+23.6% | $4,906-9.7% | $4,645-4.6% |