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 | $76,655 | $71,050+7.9% | $93,606-18.1% | $80,856-5.2% |
| Participation rate | 67.7% | 60.4%+7.3pp | 68.7%-1.0pp | 67.6%+0.1pp |
| Annual return | 12.91% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $323 | $1,564-79.4% | $2,420-86.7% | $2,755-88.3% |
| Participant deferral / active EE | $3,230 | $4,034-19.9% | $4,411-26.8% | $4,296-24.8% |
| Admin fee / account holder | $1,056 | $6,945-84.8% | $8,285-87.3% | $6,918-84.7% |