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 | $92,892 | $89,753+3.5% | $107,525-13.6% | $84,808+9.5% |
| Participation rate | 37.2% | 68.1%-30.9pp | 75.1%-37.9pp | 68.3%-31.1pp |
| Annual return | 14.28% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $525 | $3,113-83.1% | $3,754-86.0% | $2,631-80.0% |
| Participant deferral / active EE | $1,918 | $4,056-52.7% | $5,116-62.5% | $4,212-54.4% |
| Admin fee / account holder | $2,028 | $7,222-71.9% | $8,919-77.3% | $7,344-72.4% |