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 | $108,825-31.3% | $156,181-52.1% | $82,448-9.3% |
| Participation rate | 64.5% | 72.4%-7.9pp | 78.8%-14.3pp | 68.1%-3.6pp |
| Annual return | 15.94% | 20.59%-4.7pp | 64.87%-48.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $513 | $2,870-82.1% | $4,294-88.1% | $2,551-79.9% |
| Participant deferral / active EE | $2,189 | $4,577-52.2% | $6,132-64.3% | $4,139-47.1% |
| Admin fee / account holder | $8,863 | $9,341-5.1% | $14,586-39.2% | $7,234+22.5% |