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 | $85,874 | $78,705+9.1% | $117,854-27.1% | $70,131+22.4% |
| Participation rate | 62.7% | 73.2%-10.4pp | 79.7%-16.9pp | 69.5%-6.8pp |
| Annual return | 16.97% | 23.30%-6.3pp | 335.08%-318.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $414 | $2,223-81.4% | $3,786-89.1% | $2,342-82.3% |
| Participant deferral / active EE | $3,772 | $3,297+14.4% | $4,482-15.8% | $3,332+13.2% |
| Admin fee / account holder | $6,568 | $5,065+29.7% | $8,020-18.1% | $4,645+41.4% |