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 | $47,633 | $65,365-27.1% | $92,893-48.7% | $72,985-34.7% |
| Participation rate | 62.2% | 68.3%-6.2pp | 76.0%-13.8pp | 69.5%-7.3pp |
| Annual return | 21.19% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $339 | $2,594-86.9% | $3,653-90.7% | $2,440-86.1% |
| Participant deferral / active EE | $2,118 | $3,128-32.3% | $4,236-50.0% | $3,607-41.3% |
| Admin fee / account holder | $2,083 | $4,251-51.0% | $5,794-64.0% | $5,124-59.3% |