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 | $80,046 | $71,050+12.7% | $93,606-14.5% | $80,856-1.0% |
| Participation rate | 49.0% | 60.4%-11.4pp | 68.7%-19.7pp | 67.6%-18.7pp |
| Annual return | 14.58% | 11.26%+3.3pp | 133.20%-118.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $178 | $1,564-88.6% | $2,420-92.6% | $2,755-93.5% |
| Participant deferral / active EE | $4,150 | $4,034+2.9% | $4,411-5.9% | $4,296-3.4% |
| Admin fee / account holder | $5,014 | $6,945-27.8% | $8,285-39.5% | $6,918-27.5% |