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 | $63,110 | $58,828+7.3% | $77,999-19.1% | $62,891+0.3% |
| Participation rate | 42.5% | 71.1%-28.6pp | 75.5%-33.0pp | 69.3%-26.8pp |
| Annual return | 6.83% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $174 | $1,672-89.6% | $2,470-92.9% | $2,281-92.4% |
| Participant deferral / active EE | $1,718 | $2,686-36.0% | $3,497-50.9% | $3,203-46.4% |
| Admin fee / account holder | $601 | $4,393-86.3% | $5,480-89.0% | $4,296-86.0% |