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 | $79,522 | $74,927+6.1% | $101,794-21.9% | $84,808-6.2% |
| Participation rate | 30.0% | 61.4%-31.4pp | 69.2%-39.2pp | 68.3%-38.3pp |
| Annual return | 13.11% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $322 | $1,522-78.9% | $2,289-85.9% | $2,631-87.8% |
| Participant deferral / active EE | $2,839 | $3,099-8.4% | $4,084-30.5% | $4,212-32.6% |
| Admin fee / account holder | $1,619 | $6,514-75.1% | $8,777-81.6% | $7,344-78.0% |