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 | $86,647 | $84,556+2.5% | $116,228-25.5% | $74,304+16.6% |
| Participation rate | 40.6% | 66.0%-25.4pp | 74.6%-34.0pp | 60.3%-19.8pp |
| Annual return | 15.75% | 18.35%-2.6pp | 90.06%-74.3pp | 29.43%-13.7pp |
| Employer contribution / active EE | $159 | $2,168-92.7% | $2,994-94.7% | $2,241-92.9% |
| Participant deferral / active EE | $2,106 | $3,814-44.8% | $4,953-57.5% | $3,767-44.1% |
| Admin fee / account holder | $2,994 | $3,792-21.1% | $11,989-75.0% | $2,969+0.8% |