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 | $81,658 | $76,367+6.9% | $93,606-12.8% | $72,985+11.9% |
| Participation rate | 68.8% | 71.7%-3.0pp | 75.8%-7.1pp | 69.5%-0.7pp |
| Annual return | 17.10% | 25.82%-8.7pp | 32.76%-15.7pp | 81.00%-63.9pp |
| Employer contribution / active EE | $219 | $2,275-90.4% | $2,718-91.9% | $2,440-91.0% |
| Participant deferral / active EE | $1,767 | $3,538-50.0% | $4,069-56.6% | $3,607-51.0% |
| Admin fee / account holder | $336 | $6,838-95.1% | $7,888-95.7% | $5,124-93.4% |