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 | $48,532 | $83,477-41.9% | $125,175-61.2% | $72,985-33.5% |
| Participation rate | 67.6% | 73.3%-5.7pp | 79.8%-12.2pp | 69.5%-1.9pp |
| Annual return | 19.34% | 25.78%-6.4pp | 43.79%-24.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $317 | $2,345-86.5% | $3,865-91.8% | $2,440-87.0% |
| Participant deferral / active EE | $2,269 | $3,585-36.7% | $4,937-54.0% | $3,607-37.1% |
| Admin fee / account holder | $1,012 | $5,517-81.7% | $9,702-89.6% | $5,124-80.3% |