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 | $88,673 | $76,050+16.6% | $96,544-8.2% | $71,457+24.1% |
| Participation rate | 53.6% | 74.4%-20.8pp | 76.0%-22.4pp | 67.9%-14.3pp |
| Annual return | 15.04% | 22.81%-7.8pp | 25.84%-10.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $399 | $2,244-82.2% | $2,965-86.5% | $2,588-84.6% |
| Participant deferral / active EE | $2,661 | $4,215-36.9% | $4,851-45.1% | $4,289-38.0% |
| Admin fee / account holder | $3,228 | $2,707+19.3% | $8,252-60.9% | $1,587+103.4% |