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 | $59,170 | $73,787-19.8% | $98,716-40.1% | $82,448-28.2% |
| Participation rate | 69.4% | 61.4%+8.0pp | 69.3%+0.1pp | 68.1%+1.3pp |
| Annual return | 15.31% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $9 | $1,511-99.4% | $2,279-99.6% | $2,551-99.7% |
| Participant deferral / active EE | $4,309 | $3,081+39.8% | $4,048+6.5% | $4,139+4.1% |
| Admin fee / account holder | $4,564 | $6,500-29.8% | $8,703-47.6% | $7,234-36.9% |