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 | $55,115 | $87,841-37.3% | $133,980-58.9% | $62,891-12.4% |
| Participation rate | 69.8% | 83.4%-13.6pp | 87.1%-17.3pp | 69.3%+0.5pp |
| Annual return | 19.54% | 12.05%+7.5pp | 29.30%-9.8pp | 20.14%-0.6pp |
| Employer contribution / active EE | $1,008 | $3,483-71.1% | $5,211-80.7% | $2,281-55.8% |
| Participant deferral / active EE | $2,842 | $4,812-40.9% | $6,282-54.8% | $3,203-11.3% |
| Admin fee / account holder | $3,277 | $5,371-39.0% | $9,324-64.9% | $4,296-23.7% |