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 | $51,245 | $73,933-30.7% | $96,683-47.0% | $75,163-31.8% |
| Participation rate | 45.7% | 66.4%-20.7pp | 74.3%-28.6pp | 67.2%-21.5pp |
| Annual return | 16.32% | 26.70%-10.4pp | 35.69%-19.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $624 | $2,928-78.7% | $3,737-83.3% | $2,670-76.6% |
| Participant deferral / active EE | $1,625 | $3,659-55.6% | $4,878-66.7% | $4,125-60.6% |
| Admin fee / account holder | $477 | $5,216-90.8% | $6,730-92.9% | $5,651-91.6% |