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 | $84,706 | $81,460+4.0% | $103,333-18.0% | $80,856+4.8% |
| Participation rate | 33.9% | 66.8%-32.9pp | 74.5%-40.6pp | 67.6%-33.7pp |
| Annual return | 12.99% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $165 | $3,105-94.7% | $3,868-95.7% | $2,755-94.0% |
| Participant deferral / active EE | $1,671 | $3,869-56.8% | $5,057-67.0% | $4,296-61.1% |
| Admin fee / account holder | $7,787 | $6,566+18.6% | $8,355-6.8% | $6,918+12.6% |