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 | $102,690 | $109,413-6.1% | $156,263-34.3% | $84,808+21.1% |
| Participation rate | 65.4% | 72.7%-7.3pp | 78.9%-13.5pp | 68.3%-2.9pp |
| Annual return | 13.03% | 20.18%-7.2pp | 59.47%-46.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $612 | $2,907-78.9% | $4,333-85.9% | $2,631-76.7% |
| Participant deferral / active EE | $2,585 | $4,590-43.7% | $6,158-58.0% | $4,212-38.6% |
| Admin fee / account holder | $4,210 | $9,357-55.0% | $14,255-70.5% | $7,344-42.7% |