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 | $80,705+7.4% | $115,768-25.2% | $67,986+27.4% |
| Participation rate | 40.6% | 63.0%-22.4pp | 74.4%-33.8pp | 57.2%-16.6pp |
| Annual return | 15.75% | 18.49%-2.7pp | 100.46%-84.7pp | 31.67%-15.9pp |
| Employer contribution / active EE | $159 | $2,046-92.2% | $2,940-94.6% | $2,019-92.1% |
| Participant deferral / active EE | $2,106 | $3,559-40.8% | $4,917-57.2% | $3,358-37.3% |
| Admin fee / account holder | $2,994 | $4,135-27.6% | $12,439-75.9% | $3,203-6.5% |