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 7-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 | $71,112 | $67,606+5.2% | $82,313-13.6% | $70,131+1.4% |
| Participation rate | 51.6% | 72.8%-21.2pp | 76.9%-25.3pp | 69.5%-17.9pp |
| Annual return | 15.50% | 21.57%-6.1pp | 25.88%-10.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $193 | $1,755-89.0% | $2,428-92.1% | $2,342-91.8% |
| Participant deferral / active EE | $2,602 | $2,987-12.9% | $3,706-29.8% | $3,332-21.9% |
| Admin fee / account holder | $1,147 | $4,512-74.6% | $5,608-79.6% | $4,645-75.3% |