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 | $85,983 | $71,516+20.2% | $98,439-12.7% | $71,457+20.3% |
| Participation rate | 63.5% | 72.7%-9.2pp | 75.2%-11.7pp | 67.9%-4.4pp |
| Annual return | 18.15% | 32.41%-14.3pp | 21.16%-3.0pp | 28.85%-10.7pp |
| Employer contribution / active EE | $462 | $2,399-80.7% | $3,048-84.8% | $2,588-82.2% |
| Participant deferral / active EE | $2,442 | $4,109-40.6% | $4,738-48.4% | $4,289-43.1% |
| Admin fee / account holder | $29,785 | $1,675+1678.5% | $8,948+232.9% | $1,587+1776.5% |