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 | $66,801 | $84,556-21.0% | $116,228-42.5% | $74,304-10.1% |
| Participation rate | 55.9% | 66.0%-10.1pp | 74.6%-18.6pp | 60.3%-4.4pp |
| Annual return | 13.29% | 18.35%-5.1pp | 90.06%-76.8pp | 29.43%-16.1pp |
| Employer contribution / active EE | $274 | $2,168-87.4% | $2,994-90.9% | $2,241-87.8% |
| Participant deferral / active EE | $1,985 | $3,814-48.0% | $4,953-59.9% | $3,767-47.3% |
| Admin fee / account holder | $4,139 | $3,792+9.2% | $11,989-65.5% | $2,969+39.4% |