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 | $50,541 | $72,277-30.1% | $101,248-50.1% | $79,858-36.7% |
| Participation rate | 61.9% | 68.5%-6.6pp | 75.8%-13.9pp | 69.6%-7.7pp |
| Annual return | 11.30% | 22.30%-11.0pp | 46.47%-35.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $569 | $2,692-78.8% | $3,660-84.4% | $2,471-77.0% |
| Participant deferral / active EE | $2,117 | $3,282-35.5% | $4,370-51.6% | $3,740-43.4% |
| Admin fee / account holder | $2,794 | $4,400-36.5% | $5,945-53.0% | $5,306-47.3% |