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 | $71,959 | $64,909+10.9% | $82,313-12.6% | $62,292+15.5% |
| Participation rate | 58.9% | 74.9%-15.9pp | 76.9%-18.0pp | 69.5%-10.6pp |
| Annual return | 17.62% | 21.18%-3.6pp | 25.88%-8.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $389 | $1,676-76.8% | $2,428-84.0% | $2,042-80.9% |
| Participant deferral / active EE | $2,988 | $3,103-3.7% | $3,706-19.4% | $3,169-5.7% |
| Admin fee / account holder | $786 | $440+78.7% | $5,608-86.0% | $479+63.9% |