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 | $80,428 | $63,764+26.1% | $81,930-1.8% | $79,858+0.7% |
| Participation rate | 49.3% | 67.5%-18.2pp | 72.0%-22.7pp | 69.6%-20.3pp |
| Annual return | 16.23% | 22.66%-6.4pp | 29.49%-13.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $221 | $1,795-87.7% | $4,310-94.9% | $2,471-91.1% |
| Participant deferral / active EE | $1,738 | $2,780-37.5% | $7,107-75.5% | $3,740-53.5% |
| Admin fee / account holder | $4,819 | $4,426+8.9% | $5,158-6.6% | $5,306-9.2% |