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 | $55,408 | $76,670-27.7% | $96,683-42.7% | $71,457-22.5% |
| Participation rate | 33.5% | 66.6%-33.1pp | 74.3%-40.9pp | 67.9%-34.4pp |
| Annual return | 22.85% | 48.29%-25.4pp | 35.69%-12.8pp | 28.85%-6.0pp |
| Employer contribution / active EE | $320 | $3,031-89.4% | $3,737-91.4% | $2,588-87.6% |
| Participant deferral / active EE | $1,800 | $3,771-52.3% | $4,878-63.1% | $4,289-58.0% |
| Admin fee / account holder | $5,371 | $2,028+164.8% | $6,730-20.2% | $1,587+238.4% |