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 | $66,528 | $56,897+16.9% | $84,750-21.5% | $62,891+5.8% |
| Participation rate | 15.1% | 68.5%-53.5pp | 76.6%-61.5pp | 69.3%-54.2pp |
| Annual return | 6.46% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $419 | $2,400-82.5% | $3,574-88.3% | $2,281-81.6% |
| Participant deferral / active EE | $1,076 | $2,709-60.3% | $3,712-71.0% | $3,203-66.4% |
| Admin fee / account holder | $4,516 | $3,581+26.1% | $5,332-15.3% | $4,296+5.1% |