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 | $83,753 | $79,944+4.8% | $98,439-14.9% | $75,163+11.4% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.2%-15.2pp | 67.2%-7.2pp |
| Annual return | 13.29% | 19.75%-6.5pp | 21.16%-7.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $345 | $2,264-84.7% | $3,048-88.7% | $2,670-87.1% |
| Participant deferral / active EE | $2,032 | $3,752-45.8% | $4,738-57.1% | $4,125-50.7% |
| Admin fee / account holder | $6,355 | $6,840-7.1% | $8,948-29.0% | $5,651+12.5% |