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 | $80,755 | $72,277+11.7% | $101,248-20.2% | $79,858+1.1% |
| Participation rate | 58.0% | 68.5%-10.5pp | 75.8%-17.8pp | 69.6%-11.6pp |
| Annual return | 15.94% | 22.30%-6.4pp | 46.47%-30.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $331 | $2,692-87.7% | $3,660-90.9% | $2,471-86.6% |
| Participant deferral / active EE | $2,525 | $3,282-23.1% | $4,370-42.2% | $3,740-32.5% |
| Admin fee / account holder | $2,506 | $4,400-43.1% | $5,945-57.9% | $5,306-52.8% |