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 | $28,071 | $72,492-61.3% | $87,100-67.8% | $72,985-61.5% |
| Participation rate | 67.9% | 72.8%-5.0pp | 76.9%-9.0pp | 69.5%-1.6pp |
| Annual return | 24.04% | 24.46%-0.4pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $248 | $1,894-86.9% | $2,521-90.2% | $2,440-89.8% |
| Participant deferral / active EE | $4,617 | $3,270+41.2% | $4,049+14.0% | $3,607+28.0% |
| Admin fee / account holder | $4,860 | $5,055-3.9% | $7,497-35.2% | $5,124-5.2% |