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 | $62,382 | $58,512+6.6% | $84,015-25.7% | $72,985-14.5% |
| Participation rate | 67.1% | 61.2%+5.9pp | 69.0%-1.9pp | 69.5%-2.4pp |
| Annual return | 22.58% | 28.93%-6.4pp | 71.31%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,472 | $2,394+45.0% | $3,239+7.2% | $3,607-3.8% |
| Admin fee / account holder | $1,019 | $4,569-77.7% | $6,101-83.3% | $5,124-80.1% |