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 | $80,192 | $56,897+40.9% | $84,750-5.4% | $62,891+27.5% |
| Participation rate | 62.9% | 68.5%-5.7pp | 76.6%-13.7pp | 69.3%-6.4pp |
| Annual return | 5.91% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $338 | $2,400-85.9% | $3,574-90.5% | $2,281-85.2% |
| Participant deferral / active EE | $2,134 | $2,709-21.2% | $3,712-42.5% | $3,203-33.4% |
| Admin fee / account holder | $20,763 | $3,581+479.8% | $5,332+289.4% | $4,296+383.3% |