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 | $74,930 | $71,050+5.5% | $93,606-20.0% | $80,856-7.3% |
| Participation rate | 58.1% | 60.4%-2.3pp | 68.7%-10.7pp | 67.6%-9.6pp |
| Annual return | 14.20% | 11.26%+2.9pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $300 | $1,564-80.8% | $2,420-87.6% | $2,755-89.1% |
| Participant deferral / active EE | $1,337 | $4,034-66.9% | $4,411-69.7% | $4,296-68.9% |
| Admin fee / account holder | $1,116 | $6,945-83.9% | $8,285-86.5% | $6,918-83.9% |