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 | $61,277 | $77,503-20.9% | $100,391-39.0% | $80,856-24.2% |
| Participation rate | 64.0% | 76.9%-12.9pp | 81.5%-17.5pp | 67.6%-3.6pp |
| Annual return | 12.52% | 37.20%-24.7pp | 49.20%-36.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $257 | $2,801-90.8% | $3,942-93.5% | $2,755-90.7% |
| Participant deferral / active EE | $3,265 | $6,820-52.1% | $8,082-59.6% | $4,296-24.0% |
| Admin fee / account holder | $8,278 | $5,897+40.4% | $7,899+4.8% | $6,918+19.7% |