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 | $42,368 | $58,512-27.6% | $84,015-49.6% | $72,985-42.0% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 18.46% | 28.93%-10.5pp | 71.31%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $215 | $1,163-81.5% | $1,983-89.2% | $2,440-91.2% |
| Participant deferral / active EE | $1,820 | $2,394-23.9% | $3,239-43.8% | $3,607-49.5% |
| Admin fee / account holder | $1,081 | $4,569-76.3% | $6,101-82.3% | $5,124-78.9% |