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 | $88,773 | $72,012+23.3% | $185,823-52.2% | $79,858+11.2% |
| Participation rate | 62.5% | 65.8%-3.3pp | 78.0%-15.5pp | 69.6%-7.1pp |
| Annual return | 12.31% | 23.12%-10.8pp | 35.95%-23.6pp | 31.71%-19.4pp |
| Employer contribution / active EE | $312 | $1,965-84.1% | $4,087-92.4% | $2,471-87.4% |
| Participant deferral / active EE | $2,554 | $3,779-32.4% | $5,632-54.6% | $3,740-31.7% |
| Admin fee / account holder | $5,326 | $4,513+18.0% | $9,500-43.9% | $5,306+0.4% |