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 | $94,031 | $78,672+19.5% | $109,143-13.8% | $85,850+9.5% |
| Participation rate | 56.3% | 68.3%-12.0pp | 75.9%-19.6pp | 69.3%-13.1pp |
| Annual return | 22.22% | 25.09%-2.9pp | 25.75%-3.5pp | 318.53%-296.3pp |
| Employer contribution / active EE | $115 | $2,735-95.8% | $3,722-96.9% | $2,565-95.5% |
| Participant deferral / active EE | $2,558 | $3,467-26.2% | $4,653-45.0% | $3,952-35.3% |
| Admin fee / account holder | $986 | $5,469-82.0% | $6,752-85.4% | $6,260-84.2% |