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 | $32,077 | $86,929-63.1% | $102,423-68.7% | $80,856-60.3% |
| Participation rate | 69.7% | 72.4%-2.7pp | 76.5%-6.8pp | 67.6%+2.1pp |
| Annual return | 22.27% | 18.88%+3.4pp | 29.32%-7.1pp | 35.59%-13.3pp |
| Employer contribution / active EE | $233 | $2,369-90.2% | $3,023-92.3% | $2,755-91.5% |
| Participant deferral / active EE | $1,986 | $4,118-51.8% | $5,053-60.7% | $4,296-53.8% |
| Admin fee / account holder | $2,501 | $8,049-68.9% | $9,451-73.5% | $6,918-63.8% |