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 | $40,750 | $96,128-57.6% | $136,007-70.0% | $80,856-49.6% |
| Participation rate | 44.1% | 71.2%-27.2pp | 76.5%-32.4pp | 67.6%-23.6pp |
| Annual return | 14.27% | 28.71%-14.4pp | 579.32%-565.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $261 | $3,351-92.2% | $4,217-93.8% | $2,755-90.5% |
| Participant deferral / active EE | $2,841 | $5,709-50.2% | $7,025-59.6% | $4,296-33.9% |
| Admin fee / account holder | $1,556 | $8,236-81.1% | $6,858-77.3% | $6,918-77.5% |