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 | $33,237 | $79,944-58.4% | $98,439-66.2% | $75,163-55.8% |
| Participation rate | 53.3% | 70.4%-17.0pp | 75.2%-21.8pp | 67.2%-13.9pp |
| Annual return | 13.47% | 19.75%-6.3pp | 21.16%-7.7pp | 160.62%-147.2pp |
| Employer contribution / active EE | $242 | $2,264-89.3% | $3,048-92.1% | $2,670-90.9% |
| Participant deferral / active EE | $2,564 | $3,752-31.6% | $4,738-45.9% | $4,125-37.8% |
| Admin fee / account holder | $11,653 | $6,840+70.4% | $8,948+30.2% | $5,651+106.2% |