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 | $39,759 | $181,894-78.1% | $156,549-74.6% | $273,961-85.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 15.11% | 30.74%-15.6pp | 32.23%-17.1pp | 41.45%-26.3pp |
| Employer contribution / active EE | $423 | $6,248-93.2% | $5,501-92.3% | $4,869-91.3% |
| Participant deferral / active EE | $9,063 | $5,550+63.3% | $4,871+86.0% | $5,287+71.4% |
| Admin fee / account holder | $447 | $15,559-97.1% | $13,027-96.6% | $10,132-95.6% |