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 5-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 | $94,396 | $84,556+11.6% | $116,228-18.8% | $74,304+27.0% |
| Participation rate | 41.8% | 66.0%-24.2pp | 74.6%-32.7pp | 60.3%-18.5pp |
| Annual return | 17.55% | 18.35%-0.8pp | 90.06%-72.5pp | 29.43%-11.9pp |
| Employer contribution / active EE | $533 | $2,168-75.4% | $2,994-82.2% | $2,241-76.2% |
| Participant deferral / active EE | $2,937 | $3,814-23.0% | $4,953-40.7% | $3,767-22.0% |
| Admin fee / account holder | $3,529 | $3,792-6.9% | $11,989-70.6% | $2,969+18.9% |