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 | $44,695 | $91,190-51.0% | $178,490-75.0% | $79,858-44.0% |
| Participation rate | 62.9% | 69.2%-6.3pp | 81.9%-19.1pp | 69.6%-6.8pp |
| Annual return | 13.94% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $292 | $3,256-91.0% | $5,011-94.2% | $2,471-88.2% |
| Participant deferral / active EE | $3,882 | $3,236+20.0% | $5,202-25.4% | $3,740+3.8% |
| Admin fee / account holder | $1,442 | $6,751-78.6% | $13,984-89.7% | $5,306-72.8% |