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 | $82,149 | $86,891-5.5% | $142,449-42.3% | $75,163+9.3% |
| Participation rate | 65.6% | 68.5%-2.9pp | 76.8%-11.2pp | 67.2%-1.6pp |
| Annual return | 13.72% | 23.31%-9.6pp | 19.99%-6.3pp | 160.62%-146.9pp |
| Employer contribution / active EE | $117 | $3,355-96.5% | $4,847-97.6% | $2,670-95.6% |
| Participant deferral / active EE | $2,347 | $4,938-52.5% | $6,283-62.6% | $4,125-43.1% |
| Admin fee / account holder | $9,467 | $7,299+29.7% | $10,011-5.4% | $5,651+67.5% |