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 | $51,507 | $57,065-9.7% | $75,670-31.9% | $70,131-26.6% |
| Participation rate | 57.1% | 68.1%-10.9pp | 72.3%-15.2pp | 69.5%-12.4pp |
| Annual return | 14.57% | 23.57%-9.0pp | 27.34%-12.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $196 | $1,817-89.2% | $2,352-91.7% | $2,342-91.6% |
| Participant deferral / active EE | $1,366 | $2,580-47.1% | $3,142-56.5% | $3,332-59.0% |
| Admin fee / account holder | $4,415 | $3,825+15.4% | $5,800-23.9% | $4,645-5.0% |