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 | $88,987 | $79,944+11.3% | $98,439-9.6% | $75,163+18.4% |
| Participation rate | 62.1% | 70.4%-8.3pp | 75.2%-13.1pp | 67.2%-5.1pp |
| Annual return | 18.63% | 19.75%-1.1pp | 21.16%-2.5pp | 160.62%-142.0pp |
| Employer contribution / active EE | $175 | $2,264-92.2% | $3,048-94.2% | $2,670-93.4% |
| Participant deferral / active EE | $2,791 | $3,752-25.6% | $4,738-41.1% | $4,125-32.3% |
| Admin fee / account holder | $2,923 | $6,840-57.3% | $8,948-67.3% | $5,651-48.3% |