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 | $74,921 | $70,908+5.7% | $98,907-24.3% | $73,488+1.9% |
| Participation rate | 42.9% | 73.8%-30.9pp | 76.0%-33.2pp | 70.7%-27.8pp |
| Annual return | 16.26% | 34.17%-17.9pp | 196.43%-180.2pp | 28.51%-12.3pp |
| Employer contribution / active EE | $422 | $2,036-79.3% | $2,689-84.3% | $2,270-81.4% |
| Participant deferral / active EE | $2,097 | $3,500-40.1% | $4,244-50.6% | $3,740-43.9% |
| Admin fee / account holder | $7,287 | $535+1262.2% | $6,642+9.7% | $513+1320.2% |