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 | $62,432 | $106,515-41.4% | $96,683-35.4% | $139,434-55.2% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 23.07% | 38.43%-15.4pp | 35.69%-12.6pp | 372.94%-349.9pp |
| Employer contribution / active EE | $630 | $4,103-84.6% | $3,737-83.1% | $4,751-86.7% |
| Participant deferral / active EE | $7,054 | $5,454+29.3% | $4,878+44.6% | $6,710+5.1% |
| Admin fee / account holder | $1,225 | $7,877-84.4% | $6,730-81.8% | $11,403-89.3% |