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 | $62,125 | $132,049-53.0% | $200,582-69.0% | $74,304-16.4% |
| Participation rate | 51.5% | 84.1%-32.6pp | 86.9%-35.4pp | 60.3%-8.9pp |
| Annual return | 18.98% | 22.22%-3.2pp | 42.33%-23.4pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,033 | $4,558-77.3% | $6,419-83.9% | $2,241-53.9% |
| Participant deferral / active EE | $4,015 | $7,213-44.3% | $9,331-57.0% | $3,767+6.6% |
| Admin fee / account holder | $2,836 | $2,405+17.9% | $16,305-82.6% | $2,969-4.5% |