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 | $46,593 | $77,899-40.2% | $149,673-68.9% | $75,163-38.0% |
| Participation rate | 62.5% | 65.6%-3.1pp | 78.8%-16.3pp | 67.2%-4.7pp |
| Annual return | 18.58% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $248 | $3,137-92.1% | $4,818-94.8% | $2,670-90.7% |
| Participant deferral / active EE | $1,558 | $3,411-54.3% | $5,680-72.6% | $4,125-62.2% |
| Admin fee / account holder | $2,643 | $5,956-55.6% | $13,210-80.0% | $5,651-53.2% |