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 | $63,851 | $109,359-41.6% | $162,163-60.6% | $72,985-12.5% |
| Participation rate | 66.7% | 84.3%-17.6pp | 87.6%-20.9pp | 69.5%-2.8pp |
| Annual return | 22.04% | 25.46%-3.4pp | 115.59%-93.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,189 | $3,907-69.6% | $5,614-78.8% | $2,440-51.3% |
| Participant deferral / active EE | $7,008 | $5,481+27.9% | $7,298-4.0% | $3,607+94.3% |
| Admin fee / account holder | $11,102 | $7,972+39.3% | $10,843+2.4% | $5,124+116.7% |