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 7-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 | $87,540 | $81,446+7.5% | $103,374-15.3% | $80,874+8.2% |
| Participation rate | 7.7% | 66.9%-59.2pp | 74.5%-66.8pp | 67.6%-60.0pp |
| Annual return | 21.91% | 25.57%-3.7pp | 24.89%-3.0pp | 35.62%-13.7pp |
| Employer contribution / active EE | $132 | $3,107-95.8% | $3,869-96.6% | $2,756-95.2% |
| Participant deferral / active EE | $1,725 | $3,870-55.4% | $5,058-65.9% | $4,297-59.9% |
| Admin fee / account holder | $783 | $6,715-88.3% | $8,394-90.7% | $6,935-88.7% |