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 | $107,337 | $117,983-9.0% | $101,794+5.4% | $142,382-24.6% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 13.40% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $213 | $2,773-92.3% | $2,289-90.7% | $4,299-95.1% |
| Participant deferral / active EE | $2,318 | $4,714-50.8% | $4,084-43.2% | $6,507-64.4% |
| Admin fee / account holder | $20,511 | $10,433+96.6% | $8,777+133.7% | $12,624+62.5% |