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 | $56,340 | $65,365-13.8% | $92,893-39.4% | $72,985-22.8% |
| Participation rate | 35.7% | 68.3%-32.6pp | 76.0%-40.3pp | 69.5%-33.8pp |
| Annual return | 21.72% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $411 | $2,594-84.2% | $3,653-88.8% | $2,440-83.2% |
| Participant deferral / active EE | $1,501 | $3,128-52.0% | $4,236-64.6% | $3,607-58.4% |
| Admin fee / account holder | $1,239 | $4,251-70.9% | $5,794-78.6% | $5,124-75.8% |