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 | $47,373 | $72,492-34.7% | $87,100-45.6% | $72,985-35.1% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.9%-7.1pp | 69.5%+0.3pp |
| Annual return | 34.20% | 24.46%+9.7pp | 28.19%+6.0pp | 81.00%-46.8pp |
| Employer contribution / active EE | $251 | $1,894-86.7% | $2,521-90.0% | $2,440-89.7% |
| Participant deferral / active EE | $2,328 | $3,270-28.8% | $4,049-42.5% | $3,607-35.5% |
| Admin fee / account holder | $6,779 | $5,055+34.1% | $7,497-9.6% | $5,124+32.3% |