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 | $48,286 | $87,870-45.0% | $113,168-57.3% | $74,304-35.0% |
| Participation rate | 65.4% | 70.7%-5.3pp | 76.6%-11.1pp | 60.3%+5.1pp |
| Annual return | 13.09% | 26.44%-13.3pp | 24.27%-11.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $613 | $2,277-73.1% | $2,975-79.4% | $2,241-72.7% |
| Participant deferral / active EE | $2,451 | $4,241-42.2% | $5,107-52.0% | $3,767-34.9% |
| Admin fee / account holder | $14,029 | $3,368+316.5% | $12,068+16.3% | $2,969+372.6% |