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 | $78,022 | $78,485-0.6% | $106,213-26.5% | $74,495+4.7% |
| Participation rate | 50.4% | 72.8%-22.4pp | 75.3%-24.9pp | 67.2%-16.8pp |
| Annual return | 11.37% | 15.95%-4.6pp | 116.14%-104.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $422 | $2,523-83.3% | $3,171-86.7% | $2,623-83.9% |
| Participant deferral / active EE | $2,531 | $4,322-41.4% | $5,016-49.5% | $4,346-41.8% |
| Admin fee / account holder | $3,870 | $2,232+73.4% | $11,033-64.9% | $1,942+99.3% |