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 | $126,093 | $127,065-0.8% | $113,168+11.4% | $142,382-11.4% |
| Participation rate | 56.5% | 79.2%-22.7pp | 76.6%-20.0pp | 80.1%-23.6pp |
| Annual return | 11.43% | 24.03%-12.6pp | 24.27%-12.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $463 | $3,442-86.5% | $2,975-84.4% | $4,299-89.2% |
| Participant deferral / active EE | $2,892 | $5,716-49.4% | $5,107-43.4% | $6,507-55.6% |
| Admin fee / account holder | $21,524 | $15,736+36.8% | $12,068+78.4% | $12,624+70.5% |