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 | $33,125 | $152,587-78.3% | $125,175-73.5% | $152,861-78.3% |
| Participation rate | 53.3% | 83.3%-30.0pp | 79.8%-26.4pp | 82.4%-29.1pp |
| Annual return | 24.87% | 54.84%-30.0pp | 43.79%-18.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $705 | $4,946-85.7% | $3,865-81.8% | $4,762-85.2% |
| Participant deferral / active EE | $2,774 | $5,868-52.7% | $4,937-43.8% | $5,850-52.6% |
| Admin fee / account holder | $1,308 | $13,434-90.3% | $9,702-86.5% | $11,596-88.7% |