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 | $74,741 | $109,413-31.7% | $156,263-52.2% | $84,808-11.9% |
| Participation rate | 64.5% | 72.7%-8.2pp | 78.9%-14.4pp | 68.3%-3.8pp |
| Annual return | 15.94% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $513 | $2,907-82.4% | $4,333-88.2% | $2,631-80.5% |
| Participant deferral / active EE | $2,189 | $4,590-52.3% | $6,158-64.5% | $4,212-48.0% |
| Admin fee / account holder | $8,863 | $9,357-5.3% | $14,255-37.8% | $7,344+20.7% |