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 | $55,104 | $72,492-24.0% | $87,100-36.7% | $72,985-24.5% |
| Participation rate | 59.5% | 72.8%-13.4pp | 76.9%-17.4pp | 69.5%-10.0pp |
| Annual return | 17.98% | 24.46%-6.5pp | 28.19%-10.2pp | 81.00%-63.0pp |
| Employer contribution / active EE | $237 | $1,894-87.5% | $2,521-90.6% | $2,440-90.3% |
| Participant deferral / active EE | $1,622 | $3,270-50.4% | $4,049-59.9% | $3,607-55.0% |
| Admin fee / account holder | $933 | $5,055-81.5% | $7,497-87.6% | $5,124-81.8% |