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 | $60,860 | $101,724-40.2% | $164,813-63.1% | $80,856-24.7% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.6%-3.6pp |
| Annual return | 11.84% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $259 | $2,953-91.2% | $4,341-94.0% | $2,755-90.6% |
| Participant deferral / active EE | $2,202 | $4,477-50.8% | $6,031-63.5% | $4,296-48.7% |
| Admin fee / account holder | $1,112 | $8,227-86.5% | $12,690-91.2% | $6,918-83.9% |