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 | $109,717 | $106,515+3.0% | $96,683+13.5% | $139,434-21.3% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.3%-9.3pp | 80.3%-15.3pp |
| Annual return | 14.64% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $549 | $4,103-86.6% | $3,737-85.3% | $4,751-88.4% |
| Participant deferral / active EE | $3,627 | $5,454-33.5% | $4,878-25.7% | $6,710-46.0% |
| Admin fee / account holder | $2,148 | $7,877-72.7% | $6,730-68.1% | $11,403-81.2% |