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 | $70,653 | $91,552-22.8% | $133,956-47.3% | $79,858-11.5% |
| Participation rate | 62.9% | 73.3%-10.4pp | 79.8%-16.9pp | 69.6%-6.7pp |
| Annual return | 12.03% | 61.85%-49.8pp | 45.09%-33.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $423 | $2,384-82.2% | $3,919-89.2% | $2,471-82.9% |
| Participant deferral / active EE | $3,817 | $3,733+2.2% | $5,048-24.4% | $3,740+2.1% |
| Admin fee / account holder | $2,292 | $6,321-63.7% | $8,927-74.3% | $5,306-56.8% |