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 | $64,991 | $56,423+15.2% | $77,163-15.8% | $71,457-9.0% |
| Participation rate | 35.3% | 64.3%-29.0pp | 69.6%-34.3pp | 67.9%-32.6pp |
| Annual return | 16.70% | 19.05%-2.3pp | 37.87%-21.2pp | 28.85%-12.1pp |
| Employer contribution / active EE | $478 | $1,866-74.4% | $2,535-81.1% | $2,588-81.5% |
| Participant deferral / active EE | $1,487 | $3,142-52.7% | $3,833-61.2% | $4,289-65.3% |
| Admin fee / account holder | $4,377 | $1,429+206.3% | $5,472-20.0% | $1,587+175.7% |