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 | $43,755 | $74,927-41.6% | $101,794-57.0% | $84,808-48.4% |
| Participation rate | 63.3% | 61.4%+1.9pp | 69.2%-5.9pp | 68.3%-5.0pp |
| Annual return | 17.00% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $253 | $1,522-83.4% | $2,289-88.9% | $2,631-90.4% |
| Participant deferral / active EE | $2,644 | $3,099-14.7% | $4,084-35.3% | $4,212-37.2% |
| Admin fee / account holder | $1,057 | $6,514-83.8% | $8,777-88.0% | $7,344-85.6% |