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 | $98,081 | $86,929+12.8% | $102,423-4.2% | $80,856+21.3% |
| Participation rate | 69.4% | 72.4%-2.9pp | 76.5%-7.0pp | 67.6%+1.8pp |
| Annual return | 14.71% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $600 | $2,369-74.7% | $3,023-80.2% | $2,755-78.2% |
| Participant deferral / active EE | $4,430 | $4,118+7.6% | $5,053-12.3% | $4,296+3.1% |
| Admin fee / account holder | $522 | $8,049-93.5% | $9,451-94.5% | $6,918-92.5% |