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 | $45,252 | $56,114-19.4% | $96,139-52.9% | $85,850-47.3% |
| Participation rate | 52.1% | 56.7%-4.6pp | 68.4%-16.3pp | 69.3%-17.2pp |
| Annual return | 13.25% | 42.30%-29.1pp | 191.94%-178.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $237 | $1,620-85.4% | $2,797-91.5% | $2,565-90.8% |
| Participant deferral / active EE | $1,372 | $2,859-52.0% | $4,349-68.5% | $3,952-65.3% |
| Admin fee / account holder | $2,063 | $3,768-45.2% | $5,537-62.7% | $6,260-67.0% |