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 | $33,850 | $109,881-69.2% | $150,045-77.4% | $84,808-60.1% |
| Participation rate | 37.0% | 76.1%-39.0pp | 82.3%-45.3pp | 68.3%-31.3pp |
| Annual return | 19.28% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $522 | $3,561-85.3% | $4,693-88.9% | $2,631-80.2% |
| Participant deferral / active EE | $3,347 | $6,636-49.6% | $7,997-58.2% | $4,212-20.5% |
| Admin fee / account holder | $1,342 | $8,568-84.3% | $13,435-90.0% | $7,344-81.7% |