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 | $98,727 | $99,985-1.3% | $146,665-32.7% | $85,850+15.0% |
| Participation rate | 45.0% | 73.1%-28.1pp | 80.1%-35.1pp | 69.3%-24.3pp |
| Annual return | 13.31% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $455 | $2,559-82.2% | $4,136-89.0% | $2,565-82.3% |
| Participant deferral / active EE | $3,147 | $4,006-21.4% | $5,506-42.8% | $3,952-20.4% |
| Admin fee / account holder | $718 | $7,702-90.7% | $10,280-93.0% | $6,260-88.5% |