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 | $48,901 | $54,701-10.6% | $86,188-43.3% | $71,457-31.6% |
| Participation rate | 29.8% | 60.1%-30.3pp | 69.0%-39.1pp | 67.9%-38.1pp |
| Annual return | 15.84% | 20.06%-4.2pp | 1168.45%-1152.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $139 | $1,265-89.0% | $2,380-94.2% | $2,588-94.6% |
| Participant deferral / active EE | $2,097 | $3,108-32.5% | $3,985-47.4% | $4,289-51.1% |
| Admin fee / account holder | $2,353 | $1,922+22.4% | $6,852-65.7% | $1,587+48.2% |