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 | $58,433 | $125,758-53.5% | $169,993-65.6% | $75,163-22.3% |
| Participation rate | 47.5% | 83.6%-36.0pp | 87.0%-39.5pp | 67.2%-19.7pp |
| Annual return | 18.08% | 27.20%-9.1pp | 53.37%-35.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,196 | $4,615-74.1% | $6,785-82.4% | $2,670-55.2% |
| Participant deferral / active EE | $4,566 | $6,837-33.2% | $10,408-56.1% | $4,125+10.7% |
| Admin fee / account holder | $3,358 | $8,173-58.9% | $12,815-73.8% | $5,651-40.6% |