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 | $103,964 | $95,880+8.4% | $107,525-3.3% | $85,563+21.5% |
| Participation rate | 19.4% | 70.1%-50.7pp | 75.1%-55.7pp | 66.0%-46.5pp |
| Annual return | 12.27% | 68.06%-55.8pp | 181.32%-169.1pp | 31.51%-19.2pp |
| Employer contribution / active EE | $369 | $3,812-90.3% | $3,754-90.2% | $2,654-86.1% |
| Participant deferral / active EE | $1,476 | $4,201-64.9% | $5,116-71.2% | $4,375-66.3% |
| Admin fee / account holder | $21,743 | $1,025+2020.3% | $8,919+143.8% | $834+2506.4% |