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 | $65,159 | $85,515-23.8% | $112,040-41.8% | $67,986-4.2% |
| Participation rate | 55.5% | 68.2%-12.8pp | 76.5%-21.0pp | 57.2%-1.7pp |
| Annual return | 20.44% | 29.68%-9.2pp | 24.52%-4.1pp | 31.67%-11.2pp |
| Employer contribution / active EE | $388 | $2,191-82.3% | $2,954-86.9% | $2,019-80.8% |
| Participant deferral / active EE | $1,860 | $4,014-53.7% | $5,098-63.5% | $3,358-44.6% |
| Admin fee / account holder | $2,382 | $3,774-36.9% | $12,098-80.3% | $3,203-25.6% |