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 | $21,501 | $59,839-64.1% | $81,983-73.8% | $79,858-73.1% |
| Participation rate | 68.1% | 61.6%+6.4pp | 69.2%-1.2pp | 69.6%-1.6pp |
| Annual return | 24.30% | 17.56%+6.7pp | 41.31%-17.0pp | 31.71%-7.4pp |
| Employer contribution / active EE | $260 | $1,713-84.8% | $2,498-89.6% | $2,471-89.5% |
| Participant deferral / active EE | $1,368 | $2,695-49.2% | $3,722-63.2% | $3,740-63.4% |
| Admin fee / account holder | $1,862 | $4,287-56.6% | $5,664-67.1% | $5,306-64.9% |