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 | $29,420 | $177,572-83.4% | $154,803-81.0% | $142,382-79.3% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.1%-49.5pp | 80.1%-51.5pp |
| Annual return | 14.02% | 65.07%-51.0pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $449 | $4,810-90.7% | $4,305-89.6% | $4,299-89.6% |
| Participant deferral / active EE | $2,554 | $6,272-59.3% | $5,540-53.9% | $6,507-60.7% |
| Admin fee / account holder | $1,861 | $16,786-88.9% | $14,329-87.0% | $12,624-85.3% |