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 | $69,638 | $94,625-26.4% | $116,228-40.1% | $84,808-17.9% |
| Participation rate | 60.8% | 70.4%-9.7pp | 74.6%-13.8pp | 68.3%-7.5pp |
| Annual return | 16.93% | 20.40%-3.5pp | 90.06%-73.1pp | 40.90%-24.0pp |
| Employer contribution / active EE | $183 | $2,347-92.2% | $2,994-93.9% | $2,631-93.0% |
| Participant deferral / active EE | $2,954 | $3,972-25.6% | $4,953-40.4% | $4,212-29.9% |
| Admin fee / account holder | $6,156 | $10,091-39.0% | $11,989-48.7% | $7,344-16.2% |