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 | $77,930 | $77,314+0.8% | $177,989-56.2% | $80,856-3.6% |
| Participation rate | 61.6% | 65.7%-4.1pp | 77.1%-15.4pp | 67.6%-6.0pp |
| Annual return | 12.84% | 18.09%-5.2pp | 294.48%-281.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $394 | $2,292-82.8% | $3,949-90.0% | $2,755-85.7% |
| Participant deferral / active EE | $2,534 | $4,411-42.6% | $6,276-59.6% | $4,296-41.0% |
| Admin fee / account holder | $5,918 | $7,191-17.7% | $10,363-42.9% | $6,918-14.5% |