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 | $56,284 | $83,477-32.6% | $125,175-55.0% | $72,985-22.9% |
| Participation rate | 57.5% | 73.3%-15.8pp | 79.8%-22.3pp | 69.5%-12.0pp |
| Annual return | 20.99% | 25.78%-4.8pp | 43.79%-22.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $427 | $2,345-81.8% | $3,865-89.0% | $2,440-82.5% |
| Participant deferral / active EE | $3,476 | $3,585-3.1% | $4,937-29.6% | $3,607-3.6% |
| Admin fee / account holder | $3,522 | $5,517-36.2% | $9,702-63.7% | $5,124-31.3% |