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 | $63,622 | $65,365-2.7% | $92,893-31.5% | $72,985-12.8% |
| Participation rate | 51.7% | 68.3%-16.6pp | 76.0%-24.3pp | 69.5%-17.8pp |
| Annual return | 26.72% | 42.10%-15.4pp | 109.41%-82.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $325 | $2,594-87.5% | $3,653-91.1% | $2,440-86.7% |
| Participant deferral / active EE | $1,299 | $3,128-58.5% | $4,236-69.3% | $3,607-64.0% |
| Admin fee / account holder | $1,142 | $4,251-73.1% | $5,794-80.3% | $5,124-77.7% |