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 | $48,982 | $109,359-55.2% | $162,163-69.8% | $72,985-32.9% |
| Participation rate | 63.5% | 84.3%-20.8pp | 87.6%-24.1pp | 69.5%-6.0pp |
| Annual return | 22.71% | 25.46%-2.7pp | 115.59%-92.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,064 | $3,907-72.8% | $5,614-81.0% | $2,440-56.4% |
| Participant deferral / active EE | $3,820 | $5,481-30.3% | $7,298-47.7% | $3,607+5.9% |
| Admin fee / account holder | $2,591 | $7,972-67.5% | $10,843-76.1% | $5,124-49.4% |