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 | $39,257 | $72,492-45.8% | $87,100-54.9% | $72,985-46.2% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.9pp | 69.5%-0.5pp |
| Annual return | 19.59% | 24.46%-4.9pp | 28.19%-8.6pp | 81.00%-61.4pp |
| Employer contribution / active EE | $370 | $1,894-80.5% | $2,521-85.3% | $2,440-84.8% |
| Participant deferral / active EE | $3,608 | $3,270+10.4% | $4,049-10.9% | $3,6070% |
| Admin fee / account holder | $2,627 | $5,055-48.0% | $7,497-65.0% | $5,124-48.7% |