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 | $39,091 | $78,422-50.2% | $95,952-59.3% | $79,858-51.0% |
| Participation rate | 44.6% | 73.5%-28.9pp | 77.1%-32.5pp | 69.6%-25.0pp |
| Annual return | 14.28% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $264 | $1,945-86.4% | $2,541-89.6% | $2,471-89.3% |
| Participant deferral / active EE | $1,820 | $3,440-47.1% | $4,167-56.3% | $3,740-51.3% |
| Admin fee / account holder | $1,046 | $5,622-81.4% | $6,795-84.6% | $5,306-80.3% |