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 | $90,494 | $103,376-12.5% | $87,100+3.9% | $152,861-40.8% |
| Participation rate | 52.4% | 79.3%-27.0pp | 76.9%-24.5pp | 82.4%-30.1pp |
| Annual return | 21.69% | 28.10%-6.4pp | 28.19%-6.5pp | 345.32%-323.6pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,131 | $4,778-55.4% | $4,049-47.4% | $5,850-63.6% |
| Admin fee / account holder | $3,320 | $12,205-72.8% | $7,497-55.7% | $11,596-71.4% |