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 | $66,678 | $87,870-24.1% | $113,168-41.1% | $74,304-10.3% |
| Participation rate | 64.9% | 70.7%-5.8pp | 76.6%-11.6pp | 60.3%+4.6pp |
| Annual return | 16.92% | 26.44%-9.5pp | 24.27%-7.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $576 | $2,277-74.7% | $2,975-80.6% | $2,241-74.3% |
| Participant deferral / active EE | $6,520 | $4,241+53.7% | $5,107+27.7% | $3,767+73.1% |
| Admin fee / account holder | $7,245 | $3,368+115.1% | $12,068-40.0% | $2,969+144.0% |