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 | $78,017 | $80,968-3.6% | $96,544-19.2% | $75,163+3.8% |
| Participation rate | 59.3% | 71.8%-12.5pp | 76.0%-16.7pp | 67.2%-7.9pp |
| Annual return | 15.68% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $552 | $2,282-75.8% | $2,965-81.4% | $2,670-79.3% |
| Participant deferral / active EE | $3,994 | $3,928+1.7% | $4,851-17.7% | $4,125-3.2% |
| Admin fee / account holder | $11,451 | $6,724+70.3% | $8,252+38.8% | $5,651+102.6% |