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 | $59,473 | $46,869+26.9% | $122,332-51.4% | $70,131-15.2% |
| Participation rate | 67.6% | 58.2%+9.5pp | 71.6%-4.0pp | 69.5%-1.9pp |
| Annual return | 13.59% | 24.22%-10.6pp | 30.27%-16.7pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,273 | $2,166+4.9% | $3,287-30.9% | $3,332-31.8% |
| Admin fee / account holder | $341 | $3,322-89.7% | $5,478-93.8% | $4,645-92.7% |