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 | $81,833 | $83,477-2.0% | $125,175-34.6% | $72,985+12.1% |
| Participation rate | 64.2% | 73.3%-9.1pp | 79.8%-15.6pp | 69.5%-5.3pp |
| Annual return | 17.61% | 25.78%-8.2pp | 43.79%-26.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $348 | $2,345-85.2% | $3,865-91.0% | $2,440-85.7% |
| Participant deferral / active EE | $3,376 | $3,585-5.8% | $4,937-31.6% | $3,607-6.4% |
| Admin fee / account holder | $18,553 | $5,517+236.3% | $9,702+91.2% | $5,124+262.0% |