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 | $47,260 | $83,477-43.4% | $125,175-62.2% | $72,985-35.2% |
| Participation rate | 36.5% | 73.3%-36.8pp | 79.8%-43.2pp | 69.5%-32.9pp |
| Annual return | 19.14% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $270 | $2,345-88.5% | $3,865-93.0% | $2,440-88.9% |
| Participant deferral / active EE | $2,147 | $3,585-40.1% | $4,937-56.5% | $3,607-40.5% |
| Admin fee / account holder | $374 | $5,517-93.2% | $9,702-96.1% | $5,124-92.7% |