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 | $129,431 | $140,986-8.2% | $198,754-34.9% | $116,875+10.7% |
| Participation rate | 36.1% | 77.3%-41.2pp | 81.4%-45.3pp | 74.5%-38.4pp |
| Annual return | 20.42% | 18.14%+2.3pp | 4947.04%-4926.6pp | 16.29%+4.1pp |
| Employer contribution / active EE | $0 | $4,137-100.0% | $4,008-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $2,678 | $3,620-26.0% | $4,138-35.3% | $3,885-31.1% |
| Admin fee / account holder | $1,715 | $11,748-85.4% | $12,082-85.8% | $12,263-86.0% |