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 | $114,792 | $92,222+24.5% | $76,768+49.5% | $135,375-15.2% |
| Participation rate | 43.8% | 79.8%-36.0pp | 77.0%-33.2pp | 82.6%-38.9pp |
| Annual return | 13.10% | 5.46%+7.6pp | 2.43%+10.7pp | 519.73%-506.6pp |
| Employer contribution / active EE | $309 | $3,216-90.4% | $2,485-87.6% | $4,779-93.5% |
| Participant deferral / active EE | $2,312 | $4,509-48.7% | $3,852-40.0% | $5,609-58.8% |
| Admin fee / account holder | $14,415 | $10,748+34.1% | $6,675+116.0% | $10,827+33.1% |