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 | $44,529 | $58,512-23.9% | $84,015-47.0% | $72,985-39.0% |
| Participation rate | 40.8% | 61.2%-20.4pp | 69.0%-28.2pp | 69.5%-28.7pp |
| Annual return | 20.00% | 28.93%-8.9pp | 71.31%-51.3pp | 81.00%-61.0pp |
| Employer contribution / active EE | $217 | $1,163-81.3% | $1,983-89.1% | $2,440-91.1% |
| Participant deferral / active EE | $1,203 | $2,394-49.8% | $3,239-62.9% | $3,607-66.7% |
| Admin fee / account holder | $1,166 | $4,569-74.5% | $6,101-80.9% | $5,124-77.2% |