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 | $73,787 | $65,041+13.4% | $90,951-18.9% | $79,858-7.6% |
| Participation rate | 38.0% | 61.6%-23.6pp | 69.0%-31.0pp | 69.6%-31.6pp |
| Annual return | 11.82% | 30.45%-18.6pp | 134.60%-122.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $211 | $1,247-83.1% | $2,122-90.1% | $2,471-91.5% |
| Participant deferral / active EE | $2,413 | $2,512-3.9% | $3,373-28.5% | $3,740-35.5% |
| Admin fee / account holder | $2,153 | $4,536-52.5% | $5,959-63.9% | $5,306-59.4% |