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 | $89,586 | $86,929+3.1% | $102,423-12.5% | $80,856+10.8% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.6%-9.0pp |
| Annual return | 23.53% | 18.88%+4.6pp | 29.32%-5.8pp | 35.59%-12.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,121 | $4,118-48.5% | $5,053-58.0% | $4,296-50.6% |
| Admin fee / account holder | $5,188 | $8,049-35.5% | $9,451-45.1% | $6,918-25.0% |