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 | $92,732 | $86,929+6.7% | $102,423-9.5% | $80,856+14.7% |
| Participation rate | 53.6% | 72.4%-18.8pp | 76.5%-22.9pp | 67.6%-14.1pp |
| Annual return | 12.06% | 18.88%-6.8pp | 29.32%-17.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $599 | $2,369-74.7% | $3,023-80.2% | $2,755-78.3% |
| Participant deferral / active EE | $1,916 | $4,118-53.5% | $5,053-62.1% | $4,296-55.4% |
| Admin fee / account holder | $1,272 | $8,049-84.2% | $9,451-86.5% | $6,918-81.6% |