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 | $128,603-51.7% | $197,124-68.5% | $67,986-8.6% |
| Participation rate | 51.5% | 81.7%-30.2pp | 86.7%-35.2pp | 57.2%-5.7pp |
| Annual return | 18.98% | 23.77%-4.8pp | 44.34%-25.4pp | 31.67%-12.7pp |
| Employer contribution / active EE | $1,033 | $4,379-76.4% | $6,227-83.4% | $2,019-48.8% |
| Participant deferral / active EE | $4,015 | $6,840-41.3% | $9,135-56.1% | $3,358+19.5% |
| Admin fee / account holder | $2,836 | $3,035-6.5% | $16,298-82.6% | $3,203-11.5% |