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 | $76,601 | $76,367+0.3% | $93,606-18.2% | $72,985+5.0% |
| Participation rate | 26.9% | 71.7%-44.8pp | 75.8%-48.9pp | 69.5%-42.6pp |
| Annual return | 19.70% | 25.82%-6.1pp | 32.76%-13.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $239 | $2,275-89.5% | $2,718-91.2% | $2,440-90.2% |
| Participant deferral / active EE | $1,383 | $3,538-60.9% | $4,069-66.0% | $3,607-61.7% |
| Admin fee / account holder | $28,734 | $6,838+320.2% | $7,888+264.3% | $5,124+460.7% |