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 | $64,873 | $57,354+13.1% | $83,848-22.6% | $64,186+1.1% |
| Participation rate | 64.7% | 68.6%-3.9pp | 76.1%-11.4pp | 69.6%-4.9pp |
| Annual return | 6.41% | 11.38%-5.0pp | 850.88%-844.5pp | 7.63%-1.2pp |
| Employer contribution / active EE | $344 | $2,545-86.5% | $3,631-90.5% | $2,381-85.6% |
| Participant deferral / active EE | $1,649 | $2,993-44.9% | $4,082-59.6% | $3,470-52.5% |
| Admin fee / account holder | $3,339 | $4,046-17.5% | $5,478-39.0% | $4,888-31.7% |