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 | $48,163 | $68,914-30.1% | $136,749-64.8% | $74,304-35.2% |
| Participation rate | 60.6% | 51.3%+9.2pp | 72.1%-11.6pp | 60.3%+0.2pp |
| Annual return | 15.63% | 16.34%-0.7pp | 24.33%-8.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $258 | $1,561-83.5% | $3,400-92.4% | $2,241-88.5% |
| Participant deferral / active EE | $3,783 | $2,541+48.9% | $4,692-19.4% | $3,767+0.4% |
| Admin fee / account holder | $15,097 | $3,149+379.4% | $11,386+32.6% | $2,969+408.5% |