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 | $60,707 | $109,413-44.5% | $156,263-61.2% | $84,808-28.4% |
| Participation rate | 63.3% | 72.7%-9.4pp | 78.9%-15.6pp | 68.3%-5.0pp |
| Annual return | 17.31% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $712 | $2,907-75.5% | $4,333-83.6% | $2,631-72.9% |
| Participant deferral / active EE | $5,285 | $4,590+15.1% | $6,158-14.2% | $4,212+25.5% |
| Admin fee / account holder | $5,847 | $9,357-37.5% | $14,255-59.0% | $7,344-20.4% |