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 | $61,649 | $149,734-58.8% | $118,925-48.2% | $158,922-61.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 17.50% | 19.95%-2.4pp | 35.88%-18.4pp | 302.83%-285.3pp |
| Employer contribution / active EE | $331 | $4,115-92.0% | $3,263-89.9% | $4,761-93.0% |
| Participant deferral / active EE | $1,740 | $5,223-66.7% | $4,265-59.2% | $5,982-70.9% |
| Admin fee / account holder | $588 | $8,603-93.2% | $6,581-91.1% | $11,246-94.8% |