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 | $37,441 | $89,753-58.3% | $107,525-65.2% | $84,808-55.9% |
| Participation rate | 33.3% | 68.1%-34.7pp | 75.1%-41.7pp | 68.3%-35.0pp |
| Annual return | 15.79% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $379 | $3,113-87.8% | $3,754-89.9% | $2,631-85.6% |
| Participant deferral / active EE | $1,940 | $4,056-52.2% | $5,116-62.1% | $4,212-53.9% |
| Admin fee / account holder | $2,747 | $7,222-62.0% | $8,919-69.2% | $7,344-62.6% |