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 | $36,185 | $149,679-75.8% | $117,039-69.1% | $147,584-75.5% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 13.92% | 19.31%-5.4pp | 18.95%-5.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $281 | $4,937-94.3% | $3,785-92.6% | $4,876-94.2% |
| Participant deferral / active EE | $1,545 | $4,912-68.5% | $3,929-60.7% | $5,439-71.6% |
| Admin fee / account holder | $7,151 | $7,856-9.0% | $5,974+19.7% | $10,885-34.3% |