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 | $74,431 | $78,422-5.1% | $95,952-22.4% | $79,858-6.8% |
| Participation rate | 61.4% | 73.5%-12.1pp | 77.1%-15.7pp | 69.6%-8.2pp |
| Annual return | 15.22% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $341 | $1,945-82.5% | $2,541-86.6% | $2,471-86.2% |
| Participant deferral / active EE | $2,914 | $3,440-15.3% | $4,167-30.1% | $3,740-22.1% |
| Admin fee / account holder | $5,645 | $5,622+0.4% | $6,795-16.9% | $5,306+6.4% |