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 | $62,192 | $96,484-35.5% | $156,263-60.2% | $74,304-16.3% |
| Participation rate | 54.5% | 67.7%-13.1pp | 78.9%-24.4pp | 60.3%-5.8pp |
| Annual return | 16.54% | 17.73%-1.2pp | 59.47%-42.9pp | 29.43%-12.9pp |
| Employer contribution / active EE | $537 | $2,528-78.8% | $4,333-87.6% | $2,241-76.0% |
| Participant deferral / active EE | $2,073 | $4,286-51.6% | $6,158-66.3% | $3,767-45.0% |
| Admin fee / account holder | $5,491 | $3,728+47.3% | $14,255-61.5% | $2,969+84.9% |