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 | $70,274 | $138,347-49.2% | $184,203-61.8% | $80,856-13.1% |
| Participation rate | 68.3% | 83.9%-15.6pp | 86.8%-18.5pp | 67.6%+0.7pp |
| Annual return | 14.34% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,402 | $4,850-71.1% | $6,427-78.2% | $2,755-49.1% |
| Participant deferral / active EE | $4,936 | $7,071-30.2% | $9,131-45.9% | $4,296+14.9% |
| Admin fee / account holder | $805 | $10,483-92.3% | $13,901-94.2% | $6,918-88.4% |