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 | $74,584 | $71,050+5.0% | $93,606-20.3% | $80,856-7.8% |
| Participation rate | 19.2% | 60.4%-41.2pp | 68.7%-49.5pp | 67.6%-48.4pp |
| Annual return | 11.42% | 11.26%+0.2pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $141 | $1,564-91.0% | $2,420-94.2% | $2,755-94.9% |
| Participant deferral / active EE | $1,405 | $4,034-65.2% | $4,411-68.1% | $4,296-67.3% |
| Admin fee / account holder | $53,784 | $6,945+674.5% | $8,285+549.2% | $6,918+677.5% |