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 | $94,382 | $88,672+6.4% | $105,223-10.3% | $82,448+14.5% |
| Participation rate | 51.5% | 67.9%-16.4pp | 75.0%-23.5pp | 68.1%-16.6pp |
| Annual return | 15.13% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $399 | $3,048-86.9% | $3,689-89.2% | $2,551-84.4% |
| Participant deferral / active EE | $3,214 | $4,036-20.4% | $5,072-36.6% | $4,139-22.4% |
| Admin fee / account holder | $11,143 | $7,146+55.9% | $8,859+25.8% | $7,234+54.0% |