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 | $69,241 | $56,897+21.7% | $84,750-18.3% | $62,891+10.1% |
| Participation rate | 62.2% | 68.5%-6.3pp | 76.6%-14.4pp | 69.3%-7.1pp |
| Annual return | 9.83% | 6.30%+3.5pp | 22.78%-13.0pp | 20.14%-10.3pp |
| Employer contribution / active EE | $302 | $2,400-87.4% | $3,574-91.6% | $2,281-86.8% |
| Participant deferral / active EE | $2,427 | $2,709-10.4% | $3,712-34.6% | $3,203-24.2% |
| Admin fee / account holder | $4,419 | $3,581+23.4% | $5,332-17.1% | $4,296+2.9% |