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 | $47,310 | $58,851-19.6% | $115,157-58.9% | $72,985-35.2% |
| Participation rate | 63.8% | 65.5%-1.8pp | 75.9%-12.1pp | 69.5%-5.7pp |
| Annual return | 20.22% | 23.16%-2.9pp | 35.60%-15.4pp | 81.00%-60.8pp |
| Employer contribution / active EE | $395 | $1,798-78.0% | $3,179-87.6% | $2,440-83.8% |
| Participant deferral / active EE | $1,674 | $2,643-36.7% | $4,168-59.8% | $3,607-53.6% |
| Admin fee / account holder | $5,011 | $6,370-21.3% | $7,088-29.3% | $5,124-2.2% |