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 | $38,537 | $117,983-67.3% | $101,794-62.1% | $142,382-72.9% |
| Participation rate | 26.7% | 74.2%-47.6pp | 69.2%-42.5pp | 80.1%-53.5pp |
| Annual return | 10.50% | 36.92%-26.4pp | 30.53%-20.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $232 | $2,773-91.6% | $2,289-89.9% | $4,299-94.6% |
| Participant deferral / active EE | $1,413 | $4,714-70.0% | $4,084-65.4% | $6,507-78.3% |
| Admin fee / account holder | $5,050 | $10,433-51.6% | $8,777-42.5% | $12,624-60.0% |