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 | $41,534 | $58,851-29.4% | $115,157-63.9% | $72,985-43.1% |
| Participation rate | 52.3% | 65.5%-13.2pp | 75.9%-23.6pp | 69.5%-17.2pp |
| Annual return | 18.81% | 23.16%-4.4pp | 35.60%-16.8pp | 81.00%-62.2pp |
| Employer contribution / active EE | $393 | $1,798-78.1% | $3,179-87.6% | $2,440-83.9% |
| Participant deferral / active EE | $1,833 | $2,643-30.7% | $4,168-56.0% | $3,607-49.2% |
| Admin fee / account holder | $1,267 | $6,370-80.1% | $7,088-82.1% | $5,124-75.3% |