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 | $75,789 | $81,460-7.0% | $103,333-26.7% | $80,856-6.3% |
| Participation rate | 65.3% | 66.8%-1.6pp | 74.5%-9.2pp | 67.6%-2.4pp |
| Annual return | 16.33% | 25.55%-9.2pp | 24.88%-8.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $359 | $3,105-88.4% | $3,868-90.7% | $2,755-87.0% |
| Participant deferral / active EE | $2,053 | $3,869-46.9% | $5,057-59.4% | $4,296-52.2% |
| Admin fee / account holder | $7,157 | $6,566+9.0% | $8,355-14.3% | $6,918+3.5% |