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 | $61,495 | $73,933-16.8% | $96,683-36.4% | $75,163-18.2% |
| Participation rate | 65.5% | 66.4%-1.0pp | 74.3%-8.9pp | 67.2%-1.7pp |
| Annual return | 15.95% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $424 | $2,928-85.5% | $3,737-88.7% | $2,670-84.1% |
| Participant deferral / active EE | $3,914 | $3,659+7.0% | $4,878-19.8% | $4,125-5.1% |
| Admin fee / account holder | $1,272 | $5,216-75.6% | $6,730-81.1% | $5,651-77.5% |