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 | $90,643 | $87,013+4.2% | $106,213-14.7% | $80,856+12.1% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.6%-7.6pp |
| Annual return | 12.32% | 17.05%-4.7pp | 116.14%-103.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $252 | $2,395-89.5% | $3,171-92.1% | $2,755-90.9% |
| Participant deferral / active EE | $1,769 | $3,986-55.6% | $5,016-64.7% | $4,296-58.8% |
| Admin fee / account holder | $12,587 | $8,431+49.3% | $11,033+14.1% | $6,918+81.9% |