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 | $65,290 | $57,354+13.8% | $83,848-22.1% | $64,186+1.7% |
| Participation rate | 57.1% | 68.6%-11.5pp | 76.1%-19.0pp | 69.6%-12.4pp |
| Annual return | 5.35% | 11.38%-6.0pp | 850.88%-845.5pp | 7.63%-2.3pp |
| Employer contribution / active EE | $518 | $2,545-79.7% | $3,631-85.7% | $2,381-78.2% |
| Participant deferral / active EE | $2,117 | $2,993-29.3% | $4,082-48.1% | $3,470-39.0% |
| Admin fee / account holder | $687 | $4,046-83.0% | $5,478-87.5% | $4,888-86.0% |