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 | $88,870 | $91,552-2.9% | $133,956-33.7% | $79,858+11.3% |
| Participation rate | 21.2% | 73.3%-52.1pp | 79.8%-58.6pp | 69.6%-48.4pp |
| Annual return | 15.16% | 61.85%-46.7pp | 45.09%-29.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $542 | $2,384-77.3% | $3,919-86.2% | $2,471-78.1% |
| Participant deferral / active EE | $1,966 | $3,733-47.3% | $5,048-61.0% | $3,740-47.4% |
| Admin fee / account holder | $2,435 | $6,321-61.5% | $8,927-72.7% | $5,306-54.1% |