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 | $62,103 | $59,097+5.1% | $82,389-24.6% | $74,304-16.4% |
| Participation rate | 35.0% | 52.8%-17.8pp | 69.5%-34.5pp | 60.3%-25.3pp |
| Annual return | 14.46% | 22.85%-8.4pp | 28.67%-14.2pp | 29.43%-15.0pp |
| Employer contribution / active EE | $70 | $1,601-95.6% | $2,517-97.2% | $2,241-96.9% |
| Participant deferral / active EE | $2,020 | $2,775-27.2% | $4,155-51.4% | $3,767-46.4% |
| Admin fee / account holder | $5,085 | $4,489+13.3% | $7,231-29.7% | $2,969+71.3% |