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 | $135,862 | $146,267-7.1% | $197,124-31.1% | $82,448+64.8% |
| Participation rate | 65.5% | 84.0%-18.5pp | 86.7%-21.2pp | 68.1%-2.6pp |
| Annual return | 16.78% | 29.61%-12.8pp | 44.34%-27.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $151 | $4,723-96.8% | $6,227-97.6% | $2,551-94.1% |
| Participant deferral / active EE | $5,971 | $7,035-15.1% | $9,135-34.6% | $4,139+44.2% |
| Admin fee / account holder | $15,107 | $14,422+4.7% | $16,298-7.3% | $7,234+108.8% |