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 | $95,751 | $140,986-32.1% | $198,754-51.8% | $116,875-18.1% |
| Participation rate | 65.1% | 77.3%-12.2pp | 81.4%-16.3pp | 74.5%-9.4pp |
| Annual return | 15.06% | 18.14%-3.1pp | 4947.04%-4932.0pp | 16.29%-1.2pp |
| Employer contribution / active EE | $339 | $4,137-91.8% | $4,008-91.5% | $3,288-89.7% |
| Participant deferral / active EE | $3,702 | $3,620+2.3% | $4,138-10.5% | $3,885-4.7% |
| Admin fee / account holder | $10,390 | $11,748-11.6% | $12,082-14.0% | $12,263-15.3% |