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 | $85,471 | $81,208+5.2% | $98,907-13.6% | $79,858+7.0% |
| Participation rate | 40.0% | 72.5%-32.5pp | 76.0%-36.0pp | 69.6%-29.6pp |
| Annual return | 20.05% | 60.99%-40.9pp | 196.43%-176.4pp | 31.71%-11.7pp |
| Employer contribution / active EE | $253 | $1,960-87.1% | $2,689-90.6% | $2,471-89.8% |
| Participant deferral / active EE | $1,720 | $3,265-47.3% | $4,244-59.5% | $3,740-54.0% |
| Admin fee / account holder | $363 | $6,013-94.0% | $6,642-94.5% | $5,306-93.2% |