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 | $66,610 | $59,839+11.3% | $81,983-18.8% | $79,858-16.6% |
| Participation rate | 27.6% | 61.6%-34.0pp | 69.2%-41.7pp | 69.6%-42.0pp |
| Annual return | 11.36% | 17.56%-6.2pp | 41.31%-29.9pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,592 | $2,695-40.9% | $3,722-57.2% | $3,740-57.4% |
| Admin fee / account holder | $615 | $4,287-85.7% | $5,664-89.1% | $5,306-88.4% |