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 | $49,604 | $43,327+14.5% | $59,878-17.2% | $64,186-22.7% |
| Participation rate | 40.6% | 69.2%-28.5pp | 74.7%-34.1pp | 69.6%-28.9pp |
| Annual return | 9.05% | -1.55%+10.6pp | 3.46%+5.6pp | 7.63%+1.4pp |
| Employer contribution / active EE | $274 | $2,028-86.5% | $2,722-89.9% | $2,381-88.5% |
| Participant deferral / active EE | $1,759 | $2,546-30.9% | $3,402-48.3% | $3,470-49.3% |
| Admin fee / account holder | $1,079 | $3,005-64.1% | $3,590-70.0% | $4,888-77.9% |