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 | $78,808 | $133,958-41.2% | $112,228-29.8% | $134,475-41.4% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | 0.80% | 47.11%-46.3pp | 27.45%-26.7pp | 417.96%-417.2pp |
| Employer contribution / active EE | $380 | $4,038-90.6% | $3,635-89.6% | $4,740-92.0% |
| Participant deferral / active EE | $5,572 | $5,291+5.3% | $4,728+17.8% | $6,400-12.9% |
| Admin fee / account holder | $1,159 | $7,489-84.5% | $6,410-81.9% | $11,426-89.9% |