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 | $105,748 | $123,793-14.6% | $177,821-40.5% | $79,858+32.4% |
| Participation rate | 58.3% | 84.7%-26.3pp | 87.7%-29.4pp | 69.6%-11.3pp |
| Annual return | 17.76% | 22.82%-5.1pp | 48.32%-30.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $909 | $4,095-77.8% | $5,918-84.6% | $2,471-63.2% |
| Participant deferral / active EE | $2,858 | $5,956-52.0% | $7,714-63.0% | $3,740-23.6% |
| Admin fee / account holder | $1,439 | $7,243-80.1% | $12,427-88.4% | $5,306-72.9% |