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 | $58,550 | $132,239-55.7% | $105,722-44.6% | $273,961-78.6% |
| Participation rate | 46.7% | 83.2%-36.5pp | 78.9%-32.2pp | 83.0%-36.3pp |
| Annual return | 6.81% | 10.07%-3.3pp | 12.25%-5.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $679 | $4,867-86.0% | $4,079-83.3% | $4,869-86.0% |
| Participant deferral / active EE | $3,364 | $6,233-46.0% | $5,326-36.8% | $5,287-36.4% |
| Admin fee / account holder | $7,045 | $12,032-41.4% | $8,308-15.2% | $10,132-30.5% |