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 | $71,066 | $69,977+1.6% | $108,579-34.5% | $62,891+13.0% |
| Participation rate | 59.3% | 72.9%-13.6pp | 79.6%-20.3pp | 69.3%-10.0pp |
| Annual return | 9.83% | 10.73%-0.9pp | -51.70%+61.5pp | 20.14%-10.3pp |
| Employer contribution / active EE | $221 | $2,135-89.7% | $3,758-94.1% | $2,281-90.3% |
| Participant deferral / active EE | $3,577 | $3,165+13.0% | $4,311-17.0% | $3,203+11.7% |
| Admin fee / account holder | $1,228 | $5,076-75.8% | $7,645-83.9% | $4,296-71.4% |