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 | $91,686 | $87,013+5.4% | $106,213-13.7% | $80,856+13.4% |
| Participation rate | 58.0% | 70.4%-12.4pp | 75.3%-17.3pp | 67.6%-9.6pp |
| Annual return | 10.39% | 17.05%-6.7pp | 116.14%-105.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $448 | $2,395-81.3% | $3,171-85.9% | $2,755-83.7% |
| Participant deferral / active EE | $2,655 | $3,986-33.4% | $5,016-47.1% | $4,296-38.2% |
| Admin fee / account holder | $10,103 | $8,431+19.8% | $11,033-8.4% | $6,918+46.0% |