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 | $66,830 | $57,016+17.2% | $84,966-21.3% | $80,856-17.3% |
| Participation rate | 58.2% | 56.3%+1.8pp | 67.5%-9.3pp | 67.6%-9.5pp |
| Annual return | 23.84% | 21.66%+2.2pp | 66.38%-42.5pp | 35.59%-11.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,668 | $3,110-46.3% | $4,519-63.1% | $4,296-61.2% |
| Admin fee / account holder | $5,221 | $4,980+4.8% | $6,149-15.1% | $6,918-24.5% |