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 | $73,758 | $62,573+17.9% | $85,682-13.9% | $85,850-14.1% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.9%-19.9pp | 69.3%-19.3pp |
| Annual return | 16.26% | 23.77%-7.5pp | 21.49%-5.2pp | 318.53%-302.3pp |
| Employer contribution / active EE | $277 | $1,757-84.2% | $2,618-89.4% | $2,565-89.2% |
| Participant deferral / active EE | $2,140 | $2,802-23.6% | $3,923-45.4% | $3,952-45.8% |
| Admin fee / account holder | $5,947 | $4,640+28.2% | $6,873-13.5% | $6,260-5.0% |