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 | $60,515 | $81,460-25.7% | $103,333-41.4% | $80,856-25.2% |
| Participation rate | 68.1% | 66.8%+1.2pp | 74.5%-6.4pp | 67.6%+0.4pp |
| Annual return | 12.67% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $558 | $3,105-82.0% | $3,868-85.6% | $2,755-79.8% |
| Participant deferral / active EE | $3,278 | $3,869-15.3% | $5,057-35.2% | $4,296-23.7% |
| Admin fee / account holder | $6,748 | $6,566+2.8% | $8,355-19.2% | $6,918-2.5% |