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 | $22,910 | $65,365-65.0% | $92,893-75.3% | $72,985-68.6% |
| Participation rate | 63.9% | 68.3%-4.4pp | 76.0%-12.1pp | 69.5%-5.6pp |
| Annual return | 30.60% | 42.10%-11.5pp | 109.41%-78.8pp | 81.00%-50.4pp |
| Employer contribution / active EE | $458 | $2,594-82.4% | $3,653-87.5% | $2,440-81.2% |
| Participant deferral / active EE | $2,729 | $3,128-12.8% | $4,236-35.6% | $3,607-24.3% |
| Admin fee / account holder | $5,673 | $4,251+33.4% | $5,794-2.1% | $5,124+10.7% |