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 | $70,282 | $64,348+9.2% | $90,160-22.0% | $70,131+0.2% |
| Participation rate | 27.0% | 70.4%-43.4pp | 76.9%-49.8pp | 69.5%-42.5pp |
| Annual return | 17.04% | 28.13%-11.1pp | 34.88%-17.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $60 | $2,046-97.1% | $3,318-98.2% | $2,342-97.5% |
| Participant deferral / active EE | $2,064 | $4,389-53.0% | $5,288-61.0% | $3,332-38.1% |
| Admin fee / account holder | $952 | $3,944-75.9% | $5,943-84.0% | $4,645-79.5% |