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 | $84,289 | $78,672+7.1% | $109,143-22.8% | $85,850-1.8% |
| Participation rate | 41.2% | 68.3%-27.1pp | 75.9%-34.7pp | 69.3%-28.1pp |
| Annual return | 16.88% | 25.09%-8.2pp | 25.75%-8.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $534 | $2,735-80.5% | $3,722-85.7% | $2,565-79.2% |
| Participant deferral / active EE | $1,832 | $3,467-47.1% | $4,653-60.6% | $3,952-53.6% |
| Admin fee / account holder | $367 | $5,469-93.3% | $6,752-94.6% | $6,260-94.1% |