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 | $92,176 | $86,286+6.8% | $111,297-17.2% | $85,850+7.4% |
| Participation rate | 57.7% | 73.3%-15.6pp | 77.3%-19.6pp | 69.3%-11.6pp |
| Annual return | 12.07% | 19.99%-7.9pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $223 | $2,043-89.1% | $2,731-91.8% | $2,565-91.3% |
| Participant deferral / active EE | $2,067 | $3,641-43.2% | $4,487-53.9% | $3,952-47.7% |
| Admin fee / account holder | $27,775 | $8,188+239.2% | $7,964+248.8% | $6,260+343.7% |