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 | $30,070 | $95,266-68.4% | $82,389-63.5% | $142,382-78.9% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 12.94% | 25.74%-12.8pp | 28.67%-15.7pp | 217.08%-204.1pp |
| Employer contribution / active EE | $349 | $2,991-88.3% | $2,517-86.1% | $4,299-91.9% |
| Participant deferral / active EE | $1,747 | $4,809-63.7% | $4,155-58.0% | $6,507-73.2% |
| Admin fee / account holder | $4,779 | $8,563-44.2% | $7,231-33.9% | $12,624-62.1% |