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 | $73,915 | $91,190-18.9% | $178,490-58.6% | $79,858-7.4% |
| Participation rate | 25.8% | 69.2%-43.4pp | 81.9%-56.1pp | 69.6%-43.8pp |
| Annual return | 16.25% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $368 | $3,256-88.7% | $5,011-92.6% | $2,471-85.1% |
| Participant deferral / active EE | $1,404 | $3,236-56.6% | $5,202-73.0% | $3,740-62.5% |
| Admin fee / account holder | $5,029 | $6,751-25.5% | $13,984-64.0% | $5,306-5.2% |