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 | $84,509 | $78,422+7.8% | $95,952-11.9% | $79,858+5.8% |
| Participation rate | 27.1% | 73.5%-46.4pp | 77.1%-50.0pp | 69.6%-42.5pp |
| Annual return | 13.79% | 19.37%-5.6pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $360 | $1,945-81.5% | $2,541-85.8% | $2,471-85.4% |
| Participant deferral / active EE | $1,566 | $3,440-54.5% | $4,167-62.4% | $3,740-58.1% |
| Admin fee / account holder | $1,552 | $5,622-72.4% | $6,795-77.2% | $5,306-70.8% |