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 | $52,564 | $80,724-34.9% | $103,333-49.1% | $74,495-29.4% |
| Participation rate | 53.0% | 65.7%-12.6pp | 74.5%-21.5pp | 67.2%-14.2pp |
| Annual return | 13.30% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $533 | $3,157-83.1% | $3,868-86.2% | $2,623-79.7% |
| Participant deferral / active EE | $2,134 | $3,860-44.7% | $5,057-57.8% | $4,346-50.9% |
| Admin fee / account holder | $3,034 | $2,368+28.1% | $8,355-63.7% | $1,942+56.3% |