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 | $63,660 | $133,958-52.5% | $112,228-43.3% | $134,475-52.7% |
| Participation rate | 45.8% | 78.6%-32.7pp | 75.1%-29.2pp | 81.2%-35.4pp |
| Annual return | 3.53% | 47.11%-43.6pp | 27.45%-23.9pp | 417.96%-414.4pp |
| Employer contribution / active EE | $668 | $4,038-83.5% | $3,635-81.6% | $4,740-85.9% |
| Participant deferral / active EE | $1,775 | $5,291-66.5% | $4,728-62.5% | $6,400-72.3% |
| Admin fee / account holder | $2,883 | $7,489-61.5% | $6,410-55.0% | $11,426-74.8% |