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 | $60,617 | $67,606-10.3% | $82,313-26.4% | $70,131-13.6% |
| Participation rate | 69.6% | 72.8%-3.1pp | 76.9%-7.3pp | 69.5%+0.1pp |
| Annual return | 14.44% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $247 | $1,755-85.9% | $2,428-89.8% | $2,342-89.5% |
| Participant deferral / active EE | $2,388 | $2,987-20.0% | $3,706-35.6% | $3,332-28.3% |
| Admin fee / account holder | $2,824 | $4,512-37.4% | $5,608-49.6% | $4,645-39.2% |