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 | $59,887 | $95,803-37.5% | $113,168-47.1% | $84,808-29.4% |
| Participation rate | 65.1% | 72.9%-7.7pp | 76.6%-11.4pp | 68.3%-3.2pp |
| Annual return | 18.21% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $518 | $2,360-78.0% | $2,975-82.6% | $2,631-80.3% |
| Participant deferral / active EE | $4,204 | $4,242-0.9% | $5,107-17.7% | $4,212-0.2% |
| Admin fee / account holder | $12,252 | $8,989+36.3% | $12,068+1.5% | $7,344+66.8% |