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 | $86,022 | $81,460+5.6% | $103,333-16.8% | $80,856+6.4% |
| Participation rate | 34.9% | 66.8%-32.0pp | 74.5%-39.6pp | 67.6%-32.8pp |
| Annual return | 13.83% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $335 | $3,105-89.2% | $3,868-91.3% | $2,755-87.8% |
| Participant deferral / active EE | $2,752 | $3,869-28.9% | $5,057-45.6% | $4,296-35.9% |
| Admin fee / account holder | $1,354 | $6,566-79.4% | $8,355-83.8% | $6,918-80.4% |