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 | $72,031 | $79,944-9.9% | $98,439-26.8% | $75,163-4.2% |
| Participation rate | 58.5% | 70.4%-11.8pp | 75.2%-16.6pp | 67.2%-8.7pp |
| Annual return | 18.05% | 19.75%-1.7pp | 21.16%-3.1pp | 160.62%-142.6pp |
| Employer contribution / active EE | $110 | $2,264-95.2% | $3,048-96.4% | $2,670-95.9% |
| Participant deferral / active EE | $2,103 | $3,752-44.0% | $4,738-55.6% | $4,125-49.0% |
| Admin fee / account holder | $1,238 | $6,840-81.9% | $8,948-86.2% | $5,651-78.1% |