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 | $81,292 | $72,492+12.1% | $87,100-6.7% | $72,985+11.4% |
| Participation rate | 34.7% | 72.8%-38.1pp | 76.9%-42.2pp | 69.5%-34.8pp |
| Annual return | 22.01% | 24.46%-2.4pp | 28.19%-6.2pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,689 | $3,270-17.8% | $4,049-33.6% | $3,607-25.5% |
| Admin fee / account holder | $9,962 | $5,055+97.1% | $7,497+32.9% | $5,124+94.4% |