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 | $95,453-37.3% | $112,040-46.5% | $82,448-27.4% |
| Participation rate | 65.1% | 72.8%-7.6pp | 76.5%-11.4pp | 68.1%-3.0pp |
| Annual return | 18.21% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $518 | $2,318-77.6% | $2,954-82.5% | $2,551-79.7% |
| Participant deferral / active EE | $4,204 | $4,224-0.5% | $5,098-17.5% | $4,139+1.6% |
| Admin fee / account holder | $12,252 | $9,013+35.9% | $12,098+1.3% | $7,234+69.4% |