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 | $75,250 | $83,477-9.9% | $125,175-39.9% | $72,985+3.1% |
| Participation rate | 38.7% | 73.3%-34.6pp | 79.8%-41.1pp | 69.5%-30.8pp |
| Annual return | 16.48% | 25.78%-9.3pp | 43.79%-27.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $405 | $2,345-82.7% | $3,865-89.5% | $2,440-83.4% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,149 | $5,517-24.8% | $9,702-57.2% | $5,124-19.0% |