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 | $67,482 | $109,359-38.3% | $162,163-58.4% | $72,985-7.5% |
| Participation rate | 69.4% | 84.3%-14.9pp | 87.6%-18.2pp | 69.5%-0.1pp |
| Annual return | 20.78% | 25.46%-4.7pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,126 | $3,907-71.2% | $5,614-79.9% | $2,440-53.9% |
| Participant deferral / active EE | $4,524 | $5,481-17.5% | $7,298-38.0% | $3,607+25.4% |
| Admin fee / account holder | $7,891 | $7,972-1.0% | $10,843-27.2% | $5,124+54.0% |