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 | $75,804 | $72,277+4.9% | $101,248-25.1% | $79,858-5.1% |
| Participation rate | 12.9% | 68.5%-55.6pp | 75.8%-62.9pp | 69.6%-56.7pp |
| Annual return | 19.88% | 22.30%-2.4pp | 46.47%-26.6pp | 31.71%-11.8pp |
| Employer contribution / active EE | $456 | $2,692-83.1% | $3,660-87.6% | $2,471-81.6% |
| Participant deferral / active EE | $2,016 | $3,282-38.6% | $4,370-53.9% | $3,740-46.1% |
| Admin fee / account holder | $554 | $4,400-87.4% | $5,945-90.7% | $5,306-89.6% |