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 | $130,429 | $117,983+10.5% | $101,794+28.1% | $142,382-8.4% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.2%-10.4pp | 80.1%-21.3pp |
| Annual return | 13.36% | 36.92%-23.6pp | 30.53%-17.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,003 | $4,714-36.3% | $4,084-26.5% | $6,507-53.9% |
| Admin fee / account holder | $4,836 | $10,433-53.7% | $8,777-44.9% | $12,624-61.7% |