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 | $44,007 | $101,724-56.7% | $164,813-73.3% | $80,856-45.6% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 16.81% | 16.72%+0.1pp | 69.93%-53.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $501 | $2,953-83.1% | $4,341-88.5% | $2,755-81.8% |
| Participant deferral / active EE | $4,052 | $4,477-9.5% | $6,031-32.8% | $4,296-5.7% |
| Admin fee / account holder | $1,636 | $8,227-80.1% | $12,690-87.1% | $6,918-76.4% |