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 | $66,626 | $94,625-29.6% | $116,228-42.7% | $84,808-21.4% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.6%-24.6pp | 68.3%-18.3pp |
| Annual return | 13.95% | 20.40%-6.5pp | 90.06%-76.1pp | 40.90%-27.0pp |
| Employer contribution / active EE | $458 | $2,347-80.5% | $2,994-84.7% | $2,631-82.6% |
| Participant deferral / active EE | $2,489 | $3,972-37.3% | $4,953-49.8% | $4,212-40.9% |
| Admin fee / account holder | $1,914 | $10,091-81.0% | $11,989-84.0% | $7,344-73.9% |