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 | $23,929 | $78,672-69.6% | $109,143-78.1% | $85,850-72.1% |
| Participation rate | 60.7% | 68.3%-7.6pp | 75.9%-15.2pp | 69.3%-8.6pp |
| Annual return | 11.96% | 25.09%-13.1pp | 25.75%-13.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $607 | $2,735-77.8% | $3,722-83.7% | $2,565-76.3% |
| Participant deferral / active EE | $1,600 | $3,467-53.9% | $4,653-65.6% | $3,952-59.5% |
| Admin fee / account holder | $2,565 | $5,469-53.1% | $6,752-62.0% | $6,260-59.0% |