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 | $99,008 | $74,927+32.1% | $101,794-2.7% | $84,808+16.7% |
| Participation rate | 34.5% | 61.4%-26.9pp | 69.2%-34.7pp | 68.3%-33.8pp |
| Annual return | 14.38% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $292 | $1,522-80.8% | $2,289-87.2% | $2,631-88.9% |
| Participant deferral / active EE | $2,548 | $3,099-17.8% | $4,084-37.6% | $4,212-39.5% |
| Admin fee / account holder | $7,720 | $6,514+18.5% | $8,777-12.0% | $7,344+5.1% |