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 | $63,444 | $72,277-12.2% | $101,248-37.3% | $79,858-20.6% |
| Participation rate | 35.8% | 68.5%-32.6pp | 75.8%-40.0pp | 69.6%-33.8pp |
| Annual return | 20.01% | 22.30%-2.3pp | 46.47%-26.5pp | 31.71%-11.7pp |
| Employer contribution / active EE | $341 | $2,692-87.3% | $3,660-90.7% | $2,471-86.2% |
| Participant deferral / active EE | $2,238 | $3,282-31.8% | $4,370-48.8% | $3,740-40.2% |
| Admin fee / account holder | $2,917 | $4,400-33.7% | $5,945-50.9% | $5,306-45.0% |