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 | $53,185 | $87,870-39.5% | $113,168-53.0% | $74,304-28.4% |
| Participation rate | 68.9% | 70.7%-1.9pp | 76.6%-7.7pp | 60.3%+8.5pp |
| Annual return | 13.86% | 26.44%-12.6pp | 24.27%-10.4pp | 29.43%-15.6pp |
| Employer contribution / active EE | $356 | $2,277-84.4% | $2,975-88.0% | $2,241-84.1% |
| Participant deferral / active EE | $3,636 | $4,241-14.3% | $5,107-28.8% | $3,767-3.5% |
| Admin fee / account holder | $11,423 | $3,368+239.2% | $12,068-5.3% | $2,969+284.8% |