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 | $57,132 | $94,625-39.6% | $116,228-50.8% | $84,808-32.6% |
| Participation rate | 51.3% | 70.4%-19.1pp | 74.6%-23.2pp | 68.3%-17.0pp |
| Annual return | 15.21% | 20.40%-5.2pp | 90.06%-74.8pp | 40.90%-25.7pp |
| Employer contribution / active EE | $558 | $2,347-76.2% | $2,994-81.4% | $2,631-78.8% |
| Participant deferral / active EE | $2,232 | $3,972-43.8% | $4,953-54.9% | $4,212-47.0% |
| Admin fee / account holder | $8,861 | $10,091-12.2% | $11,989-26.1% | $7,344+20.7% |