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 | $66,086 | $63,114+4.7% | $92,893-28.9% | $65,185+1.4% |
| Participation rate | 45.2% | 68.8%-23.6pp | 76.0%-30.8pp | 70.2%-25.0pp |
| Annual return | 25.05% | 28.75%-3.7pp | 109.41%-84.4pp | 29.38%-4.3pp |
| Employer contribution / active EE | $291 | $2,571-88.7% | $3,653-92.0% | $2,177-86.6% |
| Participant deferral / active EE | $1,419 | $3,108-54.3% | $4,236-66.5% | $3,514-59.6% |
| Admin fee / account holder | $4,341 | $624+596.1% | $5,794-25.1% | $847+412.5% |