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 | $80,229 | $68,547+17.0% | $120,354-33.3% | $80,856-0.8% |
| Participation rate | 56.8% | 61.6%-4.8pp | 71.9%-15.2pp | 67.6%-10.9pp |
| Annual return | 12.86% | 23.60%-10.7pp | 107.15%-94.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $269 | $2,051-86.9% | $3,463-92.2% | $2,755-90.2% |
| Participant deferral / active EE | $3,142 | $3,173-1.0% | $4,991-37.0% | $4,296-26.9% |
| Admin fee / account holder | $1,725 | $5,732-69.9% | $9,423-81.7% | $6,918-75.1% |