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 | $91,355 | $86,944+5.1% | $107,525-15.0% | $74,304+22.9% |
| Participation rate | 27.1% | 59.6%-32.4pp | 75.1%-48.0pp | 60.3%-33.2pp |
| Annual return | 15.68% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.8pp |
| Employer contribution / active EE | $591 | $2,757-78.6% | $3,754-84.3% | $2,241-73.6% |
| Participant deferral / active EE | $1,847 | $3,554-48.0% | $5,116-63.9% | $3,767-51.0% |
| Admin fee / account holder | $1,998 | $3,727-46.4% | $8,919-77.6% | $2,969-32.7% |