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 | $64,496 | $49,227+31.0% | $70,449-8.5% | $79,858-19.2% |
| Participation rate | 67.3% | 69.2%-1.8pp | 75.1%-7.7pp | 69.6%-2.3pp |
| Annual return | 10.99% | 30.06%-19.1pp | 109.03%-98.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $319 | $2,099-84.8% | $2,737-88.3% | $2,471-87.1% |
| Participant deferral / active EE | $2,519 | $2,768-9.0% | $3,709-32.1% | $3,740-32.6% |
| Admin fee / account holder | $378 | $2,878-86.9% | $3,845-90.2% | $5,306-92.9% |