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 | $82,297 | $76,367+7.8% | $93,606-12.1% | $72,985+12.8% |
| Participation rate | 66.7% | 71.7%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 21.66% | 25.82%-4.2pp | 32.76%-11.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $259 | $2,275-88.6% | $2,718-90.5% | $2,440-89.4% |
| Participant deferral / active EE | $2,590 | $3,538-26.8% | $4,069-36.3% | $3,607-28.2% |
| Admin fee / account holder | $12,532 | $6,838+83.3% | $7,888+58.9% | $5,124+144.6% |