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 | $66,213 | $72,277-8.4% | $101,248-34.6% | $79,858-17.1% |
| Participation rate | 67.7% | 68.5%-0.8pp | 75.8%-8.1pp | 69.6%-1.9pp |
| Annual return | 19.80% | 22.30%-2.5pp | 46.47%-26.7pp | 31.71%-11.9pp |
| Employer contribution / active EE | $154 | $2,692-94.3% | $3,660-95.8% | $2,471-93.8% |
| Participant deferral / active EE | $2,706 | $3,282-17.6% | $4,370-38.1% | $3,740-27.7% |
| Admin fee / account holder | $21,202 | $4,400+381.8% | $5,945+256.6% | $5,306+299.6% |