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 | $83,215 | $95,803-13.1% | $113,168-26.5% | $84,808-1.9% |
| Participation rate | 34.5% | 72.9%-38.3pp | 76.6%-42.0pp | 68.3%-33.8pp |
| Annual return | 12.31% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $76 | $2,360-96.8% | $2,975-97.4% | $2,631-97.1% |
| Participant deferral / active EE | $2,143 | $4,242-49.5% | $5,107-58.0% | $4,212-49.1% |
| Admin fee / account holder | $12,441 | $8,989+38.4% | $12,068+3.1% | $7,344+69.4% |