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 | $122,185 | $66,098+84.9% | $101,794+20.0% | $74,304+64.4% |
| Participation rate | 45.0% | 53.8%-8.7pp | 69.2%-24.2pp | 60.3%-15.3pp |
| Annual return | 13.05% | 19.59%-6.5pp | 30.53%-17.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $185 | $1,082-82.9% | $2,289-91.9% | $2,241-91.8% |
| Participant deferral / active EE | $3,142 | $2,781+13.0% | $4,084-23.1% | $3,767-16.6% |
| Admin fee / account holder | $5,595 | $4,146+35.0% | $8,777-36.3% | $2,969+88.5% |