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 | $49,908 | $57,828-13.7% | $117,039-57.4% | $70,131-28.8% |
| Participation rate | 56.8% | 67.1%-10.4pp | 77.2%-20.4pp | 69.5%-12.8pp |
| Annual return | 16.02% | 17.55%-1.5pp | 18.95%-2.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $405 | $1,816-77.7% | $3,785-89.3% | $2,342-82.7% |
| Participant deferral / active EE | $1,497 | $2,438-38.6% | $3,929-61.9% | $3,332-55.1% |
| Admin fee / account holder | $997 | $3,548-71.9% | $5,974-83.3% | $4,645-78.5% |