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 | $101,243 | $89,753+12.8% | $107,525-5.8% | $84,808+19.4% |
| Participation rate | 56.8% | 68.1%-11.2pp | 75.1%-18.3pp | 68.3%-11.5pp |
| Annual return | 17.09% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $42 | $3,113-98.6% | $3,754-98.9% | $2,631-98.4% |
| Participant deferral / active EE | $5,610 | $4,056+38.3% | $5,116+9.7% | $4,212+33.2% |
| Admin fee / account holder | $10,914 | $7,222+51.1% | $8,919+22.4% | $7,344+48.6% |