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 | $56,395 | $76,050-25.8% | $96,544-41.6% | $71,457-21.1% |
| Participation rate | 54.8% | 74.4%-19.6pp | 76.0%-21.2pp | 67.9%-13.1pp |
| Annual return | 18.86% | 22.81%-4.0pp | 25.84%-7.0pp | 28.85%-10.0pp |
| Employer contribution / active EE | $667 | $2,244-70.3% | $2,965-77.5% | $2,588-74.2% |
| Participant deferral / active EE | $2,827 | $4,215-32.9% | $4,851-41.7% | $4,289-34.1% |
| Admin fee / account holder | $2,470 | $2,707-8.7% | $8,252-70.1% | $1,587+55.6% |