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 | $25,861 | $47,848-46.0% | $81,478-68.3% | $70,131-63.1% |
| Participation rate | 65.8% | 58.3%+7.5pp | 68.0%-2.2pp | 69.5%-3.8pp |
| Annual return | 20.78% | 27.25%-6.5pp | 38.78%-18.0pp | 73.14%-52.4pp |
| Employer contribution / active EE | $198 | $1,527-87.0% | $2,568-92.3% | $2,342-91.5% |
| Participant deferral / active EE | $871 | $2,453-64.5% | $3,537-75.4% | $3,332-73.8% |
| Admin fee / account holder | $1,143 | $3,145-63.6% | $4,561-74.9% | $4,645-75.4% |