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 | $72,310 | $77,314-6.5% | $177,989-59.4% | $80,856-10.6% |
| Participation rate | 64.6% | 65.7%-1.1pp | 77.1%-12.5pp | 67.6%-3.1pp |
| Annual return | 11.15% | 18.09%-6.9pp | 294.48%-283.3pp | 35.59%-24.4pp |
| Employer contribution / active EE | $388 | $2,292-83.1% | $3,949-90.2% | $2,755-85.9% |
| Participant deferral / active EE | $3,450 | $4,411-21.8% | $6,276-45.0% | $4,296-19.7% |
| Admin fee / account holder | $5,863 | $7,191-18.5% | $10,363-43.4% | $6,918-15.2% |