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 | $64,339 | $71,050-9.4% | $93,606-31.3% | $80,856-20.4% |
| Participation rate | 62.0% | 60.4%+1.6pp | 68.7%-6.7pp | 67.6%-5.6pp |
| Annual return | 13.12% | 11.26%+1.9pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $170 | $1,564-89.1% | $2,420-93.0% | $2,755-93.8% |
| Participant deferral / active EE | $3,464 | $4,034-14.1% | $4,411-21.5% | $4,296-19.4% |
| Admin fee / account holder | $6,973 | $6,945+0.4% | $8,285-15.8% | $6,918+0.8% |