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 | $112,862 | $106,749+5.7% | $145,433-22.4% | $82,448+36.9% |
| Participation rate | 62.5% | 75.6%-13.1pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 19.54% | 27.59%-8.1pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $467 | $3,444-86.4% | $4,554-89.7% | $2,551-81.7% |
| Participant deferral / active EE | $3,403 | $6,519-47.8% | $7,897-56.9% | $4,139-17.8% |
| Admin fee / account holder | $1,500 | $8,390-82.1% | $13,129-88.6% | $7,234-79.3% |