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 | $77,001 | $83,477-7.8% | $125,175-38.5% | $72,985+5.5% |
| Participation rate | 60.4% | 73.3%-12.9pp | 79.8%-19.4pp | 69.5%-9.1pp |
| Annual return | 21.43% | 25.78%-4.4pp | 43.79%-22.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $297 | $2,345-87.4% | $3,865-92.3% | $2,440-87.8% |
| Participant deferral / active EE | $1,660 | $3,585-53.7% | $4,937-66.4% | $3,607-54.0% |
| Admin fee / account holder | $9,611 | $5,517+74.2% | $9,702-0.9% | $5,124+87.5% |