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 | $80,255 | $71,050+13.0% | $93,606-14.3% | $80,856-0.7% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.2pp | 67.6%-2.2pp |
| Annual return | 13.24% | 11.26%+2.0pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $282 | $1,564-82.0% | $2,420-88.3% | $2,755-89.8% |
| Participant deferral / active EE | $3,590 | $4,034-11.0% | $4,411-18.6% | $4,296-16.4% |
| Admin fee / account holder | $19,752 | $6,945+184.4% | $8,285+138.4% | $6,918+185.5% |