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 | $86,520 | $93,571-7.5% | $135,903-36.3% | $75,163+15.1% |
| Participation rate | 35.3% | 75.2%-39.9pp | 81.9%-46.6pp | 67.2%-31.9pp |
| Annual return | 23.48% | 30.90%-7.4pp | 68.23%-44.7pp | 160.62%-137.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,063 | $6,404-36.6% | $7,758-47.6% | $4,125-1.5% |
| Admin fee / account holder | $8,332 | $6,975+19.5% | $10,762-22.6% | $5,651+47.5% |