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 | $82,502 | $91,407-9.7% | $135,903-39.3% | $71,457+15.5% |
| Participation rate | 60.2% | 75.7%-15.5pp | 81.9%-21.7pp | 67.9%-7.7pp |
| Annual return | 18.45% | 29.90%-11.4pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $861 | $3,703-76.7% | $4,856-82.3% | $2,588-66.7% |
| Participant deferral / active EE | $6,897 | $7,092-2.7% | $7,758-11.1% | $4,289+60.8% |
| Admin fee / account holder | $5,683 | $1,266+349.0% | $10,762-47.2% | $1,587+258.0% |