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 | $102,097 | $109,413-6.7% | $156,263-34.7% | $84,808+20.4% |
| Participation rate | 62.7% | 72.7%-10.0pp | 78.9%-16.2pp | 68.3%-5.6pp |
| Annual return | 22.55% | 20.18%+2.4pp | 59.47%-36.9pp | 40.90%-18.4pp |
| Employer contribution / active EE | $69 | $2,907-97.6% | $4,333-98.4% | $2,631-97.4% |
| Participant deferral / active EE | $5,296 | $4,590+15.4% | $6,158-14.0% | $4,212+25.8% |
| Admin fee / account holder | $7,629 | $9,357-18.5% | $14,255-46.5% | $7,344+3.9% |