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 | $44,096 | $127,777-65.5% | $106,548-58.6% | $167,490-73.7% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 9.75% | 33.87%-24.1pp | 26.80%-17.1pp | 478.56%-468.8pp |
| Employer contribution / active EE | $405 | $3,427-88.2% | $2,819-85.6% | $4,837-91.6% |
| Participant deferral / active EE | $1,619 | $5,087-68.2% | $4,398-63.2% | $6,341-74.5% |
| Admin fee / account holder | $3,744 | $11,228-66.7% | $7,407-49.5% | $12,309-69.6% |