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 | $81,905 | $80,968+1.2% | $96,544-15.2% | $75,163+9.0% |
| Participation rate | 51.4% | 71.8%-20.4pp | 76.0%-24.6pp | 67.2%-15.8pp |
| Annual return | 14.15% | 27.06%-12.9pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $307 | $2,282-86.6% | $2,965-89.7% | $2,670-88.5% |
| Participant deferral / active EE | $3,441 | $3,928-12.4% | $4,851-29.1% | $4,125-16.6% |
| Admin fee / account holder | $10,753 | $6,724+59.9% | $8,252+30.3% | $5,651+90.3% |