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 | $98,142 | $127,065-22.8% | $113,168-13.3% | $142,382-31.1% |
| Participation rate | 38.9% | 79.2%-40.3pp | 76.6%-37.7pp | 80.1%-41.2pp |
| Annual return | 12.52% | 24.03%-11.5pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $404 | $3,442-88.3% | $2,975-86.4% | $4,299-90.6% |
| Participant deferral / active EE | $2,263 | $5,716-60.4% | $5,107-55.7% | $6,507-65.2% |
| Admin fee / account holder | $403 | $15,736-97.4% | $12,068-96.7% | $12,624-96.8% |