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 | $79,773 | $69,362+15.0% | $101,248-21.2% | $73,488+8.6% |
| Participation rate | 40.8% | 68.4%-27.6pp | 75.8%-35.0pp | 70.7%-29.9pp |
| Annual return | 16.91% | 18.46%-1.5pp | 46.47%-29.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $289 | $2,628-89.0% | $3,660-92.1% | $2,270-87.3% |
| Participant deferral / active EE | $1,396 | $3,300-57.7% | $4,370-68.1% | $3,740-62.7% |
| Admin fee / account holder | $1,632 | $704+132.0% | $5,945-72.6% | $513+218.1% |