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 | $81,143 | $78,422+3.5% | $95,952-15.4% | $79,858+1.6% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 23.83% | 19.37%+4.5pp | 91.61%-67.8pp | 31.71%-7.9pp |
| Employer contribution / active EE | $346 | $1,945-82.2% | $2,541-86.4% | $2,471-86.0% |
| Participant deferral / active EE | $1,839 | $3,440-46.5% | $4,167-55.9% | $3,740-50.8% |
| Admin fee / account holder | $4,409 | $5,622-21.6% | $6,795-35.1% | $5,306-16.9% |