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 | $62,488 | $67,411-7.3% | $91,001-31.3% | $70,131-10.9% |
| Participation rate | 62.7% | 71.4%-8.7pp | 75.6%-12.9pp | 69.5%-6.8pp |
| Annual return | 12.96% | -40.16%+53.1pp | 4.60%+8.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $277 | $1,786-84.5% | $2,456-88.7% | $2,342-88.2% |
| Participant deferral / active EE | $2,986 | $2,823+5.8% | $3,547-15.8% | $3,332-10.4% |
| Admin fee / account holder | $1,092 | $4,236-74.2% | $5,417-79.8% | $4,645-76.5% |