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 | $43,229 | $61,272-29.4% | $149,673-71.1% | $71,457-39.5% |
| Participation rate | 64.1% | 62.5%+1.6pp | 78.8%-14.7pp | 67.9%-3.8pp |
| Annual return | 15.63% | 35.85%-20.2pp | 134.42%-118.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $185 | $2,378-92.2% | $4,818-96.2% | $2,588-92.8% |
| Participant deferral / active EE | $1,513 | $2,917-48.1% | $5,680-73.4% | $4,289-64.7% |
| Admin fee / account holder | $5,830 | $1,261+362.2% | $13,210-55.9% | $1,587+267.3% |