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 | $102,156 | $95,416+7.1% | $185,823-45.0% | $85,850+19.0% |
| Participation rate | 60.0% | 68.8%-8.8pp | 81.7%-21.7pp | 69.3%-9.3pp |
| Annual return | 13.92% | 23.59%-9.7pp | 122.05%-108.1pp | 318.53%-304.6pp |
| Employer contribution / active EE | $141 | $3,314-95.7% | $5,167-97.3% | $2,565-94.5% |
| Participant deferral / active EE | $4,633 | $3,423+35.3% | $5,568-16.8% | $3,952+17.3% |
| Admin fee / account holder | $2,983 | $7,213-58.6% | $16,237-81.6% | $6,260-52.3% |