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 | $38,504 | $181,894-78.8% | $156,549-75.4% | $273,961-85.9% |
| Participation rate | 54.2% | 88.4%-34.2pp | 84.0%-29.8pp | 83.0%-28.8pp |
| Annual return | 9.61% | 30.74%-21.1pp | 32.23%-22.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $869 | $6,248-86.1% | $5,501-84.2% | $4,869-82.2% |
| Participant deferral / active EE | $2,089 | $5,550-62.4% | $4,871-57.1% | $5,287-60.5% |
| Admin fee / account holder | $832 | $15,559-94.6% | $13,027-93.6% | $10,132-91.8% |