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 | $33,761 | $192,717-82.5% | $142,449-76.3% | $139,434-75.8% |
| Participation rate | 33.3% | 81.5%-48.1pp | 76.8%-43.4pp | 80.3%-47.0pp |
| Annual return | 11.60% | 17.99%-6.4pp | 19.99%-8.4pp | 372.94%-361.3pp |
| Employer contribution / active EE | $658 | $5,806-88.7% | $4,847-86.4% | $4,751-86.2% |
| Participant deferral / active EE | $2,399 | $7,208-66.7% | $6,283-61.8% | $6,710-64.2% |
| Admin fee / account holder | $12,556 | $15,124-17.0% | $10,011+25.4% | $11,403+10.1% |