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 | $108,958 | $56,897+91.5% | $84,750+28.6% | $62,891+73.2% |
| Participation rate | 56.2% | 68.5%-12.4pp | 76.6%-20.4pp | 69.3%-13.1pp |
| Annual return | 6.57% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $440 | $2,400-81.7% | $3,574-87.7% | $2,281-80.7% |
| Participant deferral / active EE | $1,824 | $2,709-32.7% | $3,712-50.8% | $3,203-43.0% |
| Admin fee / account holder | $3,576 | $3,581-0.1% | $5,332-32.9% | $4,296-16.8% |