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 | $63,611 | $76,552-16.9% | $123,892-48.7% | $62,891+1.1% |
| Participation rate | 60.2% | 73.0%-12.8pp | 81.4%-21.2pp | 69.3%-9.1pp |
| Annual return | 6.13% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $401 | $2,883-86.1% | $4,617-91.3% | $2,281-82.4% |
| Participant deferral / active EE | $4,545 | $4,840-6.1% | $5,984-24.1% | $3,203+41.9% |
| Admin fee / account holder | $2,850 | $4,826-40.9% | $8,357-65.9% | $4,296-33.7% |