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 | $113,211 | $96,484+17.3% | $156,263-27.6% | $74,304+52.4% |
| Participation rate | 43.1% | 67.7%-24.5pp | 78.9%-35.8pp | 60.3%-17.2pp |
| Annual return | 15.63% | 17.73%-2.1pp | 59.47%-43.8pp | 29.43%-13.8pp |
| Employer contribution / active EE | $462 | $2,528-81.7% | $4,333-89.3% | $2,241-79.4% |
| Participant deferral / active EE | $3,600 | $4,286-16.0% | $6,158-41.5% | $3,767-4.4% |
| Admin fee / account holder | $3,921 | $3,728+5.2% | $14,255-72.5% | $2,969+32.1% |