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 | $85,326 | $55,453+53.9% | $170,442-49.9% | $62,292+37.0% |
| Participation rate | 23.0% | 66.4%-43.4pp | 83.6%-60.6pp | 69.5%-46.5pp |
| Annual return | 19.32% | 21.38%-2.1pp | 205.93%-186.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $167 | $2,164-92.3% | $5,433-96.9% | $2,042-91.8% |
| Participant deferral / active EE | $895 | $2,303-61.1% | $4,939-81.9% | $3,169-71.8% |
| Admin fee / account holder | $1,068 | $455+134.6% | $13,880-92.3% | $479+122.7% |