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 | $52,787 | $63,346-16.7% | $92,233-42.8% | $70,131-24.7% |
| Participation rate | 48.1% | 68.7%-20.6pp | 76.5%-28.4pp | 69.5%-21.5pp |
| Annual return | 15.01% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $464 | $2,471-81.2% | $3,679-87.4% | $2,342-80.2% |
| Participant deferral / active EE | $2,538 | $2,854-11.1% | $3,897-34.9% | $3,332-23.8% |
| Admin fee / account holder | $957 | $3,840-75.1% | $5,194-81.6% | $4,645-79.4% |