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 | $42,741 | $61,272-30.2% | $149,673-71.4% | $71,457-40.2% |
| Participation rate | 29.1% | 62.5%-33.4pp | 78.8%-49.7pp | 67.9%-38.9pp |
| Annual return | 19.67% | 35.85%-16.2pp | 134.42%-114.7pp | 28.85%-9.2pp |
| Employer contribution / active EE | $349 | $2,378-85.3% | $4,818-92.8% | $2,588-86.5% |
| Participant deferral / active EE | $1,661 | $2,917-43.1% | $5,680-70.8% | $4,289-61.3% |
| Admin fee / account holder | $2,425 | $1,261+92.3% | $13,210-81.6% | $1,587+52.8% |