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 | $49,163 | $61,605-20.2% | $112,229-56.2% | $75,163-34.6% |
| Participation rate | 34.4% | 61.7%-27.3pp | 72.4%-38.1pp | 67.2%-32.8pp |
| Annual return | 21.73% | 28.47%-6.7pp | 30.20%-8.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $463 | $2,015-77.0% | $3,430-86.5% | $2,670-82.7% |
| Participant deferral / active EE | $1,970 | $3,108-36.6% | $4,798-58.9% | $4,125-52.2% |
| Admin fee / account holder | $1,041 | $4,862-78.6% | $7,748-86.6% | $5,651-81.6% |