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 | $88,034 | $72,277+21.8% | $101,248-13.1% | $79,858+10.2% |
| Participation rate | 52.5% | 68.5%-15.9pp | 75.8%-23.3pp | 69.6%-17.1pp |
| Annual return | 15.99% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $583 | $2,692-78.3% | $3,660-84.1% | $2,471-76.4% |
| Participant deferral / active EE | $3,671 | $3,282+11.9% | $4,370-16.0% | $3,740-1.9% |
| Admin fee / account holder | $622 | $4,400-85.9% | $5,945-89.5% | $5,306-88.3% |