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 | $50,690 | $49,227+3.0% | $70,449-28.0% | $79,858-36.5% |
| Participation rate | 51.7% | 69.2%-17.5pp | 75.1%-23.4pp | 69.6%-17.9pp |
| Annual return | 20.85% | 30.06%-9.2pp | 109.03%-88.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $244 | $2,099-88.4% | $2,737-91.1% | $2,471-90.1% |
| Participant deferral / active EE | $1,950 | $2,768-29.6% | $3,709-47.4% | $3,740-47.9% |
| Admin fee / account holder | $484 | $2,878-83.2% | $3,845-87.4% | $5,306-90.9% |