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 | $56,198 | $43,075+30.5% | $74,583-24.7% | $62,891-10.6% |
| Participation rate | 56.8% | 58.1%-1.2pp | 68.1%-11.3pp | 69.3%-12.5pp |
| Annual return | 9.66% | 17.50%-7.8pp | 20.47%-10.8pp | 20.14%-10.5pp |
| Employer contribution / active EE | $189 | $1,498-87.4% | $2,525-92.5% | $2,281-91.7% |
| Participant deferral / active EE | $1,661 | $2,389-30.5% | $3,458-52.0% | $3,203-48.1% |
| Admin fee / account holder | $2,782 | $2,840-2.1% | $4,138-32.8% | $4,296-35.2% |