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 | $49,439 | $142,405-65.3% | $115,157-57.1% | $152,861-67.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 20.82% | 41.48%-20.7pp | 35.60%-14.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $288 | $4,010-92.8% | $3,179-90.9% | $4,762-93.9% |
| Participant deferral / active EE | $1,583 | $5,164-69.3% | $4,168-62.0% | $5,850-72.9% |
| Admin fee / account holder | $12,718 | $8,462+50.3% | $7,088+79.4% | $11,596+9.7% |