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 | $85,841 | $136,307-37.0% | $106,619-19.5% | $273,961-68.7% |
| Participation rate | 42.9% | 84.8%-41.9pp | 78.0%-35.1pp | 83.0%-40.2pp |
| Annual return | 6.78% | 11.05%-4.3pp | 9.42%-2.6pp | 41.45%-34.7pp |
| Employer contribution / active EE | $381 | $5,190-92.7% | $3,947-90.4% | $4,869-92.2% |
| Participant deferral / active EE | $1,732 | $4,969-65.1% | $3,930-55.9% | $5,287-67.2% |
| Admin fee / account holder | $7,579 | $8,625-12.1% | $6,418+18.1% | $10,132-25.2% |