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 | $40,288 | $53,018-24.0% | $70,014-42.5% | $62,891-35.9% |
| Participation rate | 67.9% | 67.2%+0.7pp | 71.8%-3.9pp | 69.3%-1.4pp |
| Annual return | 7.57% | 13.35%-5.8pp | 12.99%-5.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $291 | $1,799-83.8% | $2,338-87.6% | $2,281-87.2% |
| Participant deferral / active EE | $1,957 | $2,395-18.3% | $2,931-33.2% | $3,203-38.9% |
| Admin fee / account holder | $1,385 | $3,690-62.5% | $4,380-68.4% | $4,296-67.8% |