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 | $100,888 | $95,803+5.3% | $113,168-10.9% | $84,808+19.0% |
| Participation rate | 47.2% | 72.9%-25.6pp | 76.6%-29.3pp | 68.3%-21.1pp |
| Annual return | 20.43% | 25.00%-4.6pp | 24.27%-3.8pp | 40.90%-20.5pp |
| Employer contribution / active EE | $278 | $2,360-88.2% | $2,975-90.6% | $2,631-89.4% |
| Participant deferral / active EE | $2,545 | $4,242-40.0% | $5,107-50.2% | $4,212-39.6% |
| Admin fee / account holder | $4,253 | $8,989-52.7% | $12,068-64.8% | $7,344-42.1% |