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 | $82,361 | $163,101-49.5% | $136,749-39.8% | $142,382-42.2% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 15.42% | 27.54%-12.1pp | 24.33%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $465 | $4,117-88.7% | $3,400-86.3% | $4,299-89.2% |
| Participant deferral / active EE | $4,107 | $5,585-26.5% | $4,692-12.5% | $6,507-36.9% |
| Admin fee / account holder | $1,506 | $14,318-89.5% | $11,386-86.8% | $12,624-88.1% |