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 | $48,198 | $72,492-33.5% | $87,100-44.7% | $72,985-34.0% |
| Participation rate | 65.6% | 72.8%-7.2pp | 76.9%-11.3pp | 69.5%-3.9pp |
| Annual return | 19.90% | 24.46%-4.6pp | 28.19%-8.3pp | 81.00%-61.1pp |
| Employer contribution / active EE | $358 | $1,894-81.1% | $2,521-85.8% | $2,440-85.3% |
| Participant deferral / active EE | $3,078 | $3,270-5.9% | $4,049-24.0% | $3,607-14.7% |
| Admin fee / account holder | $2,340 | $5,055-53.7% | $7,497-68.8% | $5,124-54.3% |