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 | $69,965 | $72,277-3.2% | $101,248-30.9% | $79,858-12.4% |
| Participation rate | 60.7% | 68.5%-7.7pp | 75.8%-15.1pp | 69.6%-8.9pp |
| Annual return | 12.83% | 22.30%-9.5pp | 46.47%-33.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $390 | $2,692-85.5% | $3,660-89.3% | $2,471-84.2% |
| Participant deferral / active EE | $2,876 | $3,282-12.4% | $4,370-34.2% | $3,740-23.1% |
| Admin fee / account holder | $807 | $4,400-81.7% | $5,945-86.4% | $5,306-84.8% |