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 | $29,253 | $124,281-76.5% | $109,143-73.2% | $167,490-82.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 12.40% | 26.04%-13.6pp | 25.75%-13.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $570 | $4,207-86.4% | $3,722-84.7% | $4,837-88.2% |
| Participant deferral / active EE | $6,506 | $5,255+23.8% | $4,653+39.8% | $6,341+2.6% |
| Admin fee / account holder | $13,983 | $7,970+75.4% | $6,752+107.1% | $12,309+13.6% |