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 | $79,753 | $148,978-46.5% | $200,582-60.2% | $84,808-6.0% |
| Participation rate | 57.9% | 84.2%-26.3pp | 86.9%-29.0pp | 68.3%-10.4pp |
| Annual return | 15.72% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,414 | $4,815-70.6% | $6,419-78.0% | $2,631-46.3% |
| Participant deferral / active EE | $7,475 | $7,142+4.7% | $9,331-19.9% | $4,212+77.5% |
| Admin fee / account holder | $3,895 | $13,977-72.1% | $16,305-76.1% | $7,344-47.0% |