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 | $83,569 | $71,050+17.6% | $93,606-10.7% | $80,856+3.4% |
| Participation rate | 47.8% | 60.4%-12.6pp | 68.7%-20.9pp | 67.6%-19.9pp |
| Annual return | 15.25% | 11.26%+4.0pp | 133.20%-117.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $287 | $1,564-81.6% | $2,420-88.1% | $2,755-89.6% |
| Participant deferral / active EE | $2,661 | $4,034-34.0% | $4,411-39.7% | $4,296-38.1% |
| Admin fee / account holder | $15,145 | $6,945+118.1% | $8,285+82.8% | $6,918+118.9% |