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 | $32,572 | $49,915-34.7% | $154,803-79.0% | $74,304-56.2% |
| Participation rate | 67.0% | 54.0%+13.0pp | 78.1%-11.1pp | 60.3%+6.6pp |
| Annual return | 14.79% | 34.06%-19.3pp | 58.88%-44.1pp | 29.43%-14.6pp |
| Employer contribution / active EE | $71 | $1,611-95.6% | $4,305-98.4% | $2,241-96.8% |
| Participant deferral / active EE | $2,169 | $2,255-3.8% | $5,540-60.9% | $3,767-42.4% |
| Admin fee / account holder | $4,435 | $2,189+102.6% | $14,329-69.0% | $2,969+49.4% |