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 | $35,448 | $94,625-62.5% | $116,228-69.5% | $84,808-58.2% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.6%-7.9pp | 68.3%-1.6pp |
| Annual return | 14.72% | 20.40%-5.7pp | 90.06%-75.3pp | 40.90%-26.2pp |
| Employer contribution / active EE | $347 | $2,347-85.2% | $2,994-88.4% | $2,631-86.8% |
| Participant deferral / active EE | $2,039 | $3,972-48.7% | $4,953-58.8% | $4,212-51.6% |
| Admin fee / account holder | $6,065 | $10,091-39.9% | $11,989-49.4% | $7,344-17.4% |