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 | $89,578 | $88,370+1.4% | $112,977-20.7% | $79,858+12.2% |
| Participation rate | 55.3% | 76.8%-21.5pp | 82.6%-27.2pp | 69.6%-14.3pp |
| Annual return | 12.75% | 23.16%-10.4pp | 24.24%-11.5pp | 31.71%-19.0pp |
| Employer contribution / active EE | $734 | $3,398-78.4% | $4,255-82.8% | $2,471-70.3% |
| Participant deferral / active EE | $3,226 | $4,536-28.9% | $5,836-44.7% | $3,740-13.7% |
| Admin fee / account holder | $1,162 | $5,750-79.8% | $6,294-81.5% | $5,306-78.1% |