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 | $75,729 | $99,341-23.8% | $84,750-10.6% | $273,961-72.4% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 12.28% | 22.93%-10.6pp | 22.78%-10.5pp | 41.45%-29.2pp |
| Employer contribution / active EE | $425 | $4,214-89.9% | $3,574-88.1% | $4,869-91.3% |
| Participant deferral / active EE | $2,039 | $4,269-52.2% | $3,712-45.1% | $5,287-61.4% |
| Admin fee / account holder | $1,447 | $6,644-78.2% | $5,332-72.9% | $10,132-85.7% |