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 | $106,848 | $109,413-2.3% | $156,263-31.6% | $84,808+26.0% |
| Participation rate | 35.3% | 72.7%-37.4pp | 78.9%-43.6pp | 68.3%-33.0pp |
| Annual return | 14.52% | 20.18%-5.7pp | 59.47%-44.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $184 | $2,907-93.7% | $4,333-95.8% | $2,631-93.0% |
| Participant deferral / active EE | $2,508 | $4,590-45.3% | $6,158-59.3% | $4,212-40.4% |
| Admin fee / account holder | $6,740 | $9,357-28.0% | $14,255-52.7% | $7,344-8.2% |