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 | $69,035 | $76,050-9.2% | $96,544-28.5% | $71,457-3.4% |
| Participation rate | 69.1% | 74.4%-5.3pp | 76.0%-6.9pp | 67.9%+1.1pp |
| Annual return | 20.59% | 22.81%-2.2pp | 25.84%-5.3pp | 28.85%-8.3pp |
| Employer contribution / active EE | $39 | $2,244-98.3% | $2,965-98.7% | $2,588-98.5% |
| Participant deferral / active EE | $8,702 | $4,215+106.4% | $4,851+79.4% | $4,289+102.9% |
| Admin fee / account holder | $7,364 | $2,707+172.0% | $8,252-10.8% | $1,587+363.9% |