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 | $34,634 | $43,723-20.8% | $121,196-71.4% | $64,186-46.0% |
| Participation rate | 41.8% | 58.3%-16.5pp | 71.7%-29.9pp | 69.6%-27.8pp |
| Annual return | 10.54% | 68.91%-58.4pp | 16.93%-6.4pp | 7.63%+2.9pp |
| Employer contribution / active EE | $173 | $1,296-86.6% | $4,022-95.7% | $2,381-92.7% |
| Participant deferral / active EE | $1,562 | $2,280-31.5% | $3,344-53.3% | $3,470-55.0% |
| Admin fee / account holder | $5,102 | $3,501+45.7% | $5,019+1.7% | $4,888+4.4% |