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 | $89,702 | $81,460+10.1% | $103,333-13.2% | $80,856+10.9% |
| Participation rate | 58.0% | 66.8%-8.8pp | 74.5%-16.5pp | 67.6%-9.6pp |
| Annual return | 21.32% | 25.55%-4.2pp | 24.88%-3.6pp | 35.59%-14.3pp |
| Employer contribution / active EE | $529 | $3,105-83.0% | $3,868-86.3% | $2,755-80.8% |
| Participant deferral / active EE | $2,665 | $3,869-31.1% | $5,057-47.3% | $4,296-38.0% |
| Admin fee / account holder | $8,345 | $6,566+27.1% | $8,355-0.1% | $6,918+20.6% |