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 | $82,924 | $85,766-3.3% | $136,294-39.2% | $70,131+18.2% |
| Participation rate | 69.4% | 74.2%-4.7pp | 81.9%-12.5pp | 69.5%-0.1pp |
| Annual return | 19.41% | 31.45%-12.0pp | 5155.94%-5136.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $448 | $2,966-84.9% | $4,695-90.5% | $2,342-80.9% |
| Participant deferral / active EE | $4,481 | $5,051-11.3% | $6,247-28.3% | $3,332+34.5% |
| Admin fee / account holder | $4,774 | $5,420-11.9% | $9,243-48.4% | $4,645+2.8% |