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 | $59,393 | $56,897+4.4% | $84,750-29.9% | $62,891-5.6% |
| Participation rate | 57.7% | 68.5%-10.8pp | 76.6%-18.9pp | 69.3%-11.6pp |
| Annual return | 7.53% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $170 | $2,400-92.9% | $3,574-95.2% | $2,281-92.6% |
| Participant deferral / active EE | $4,765 | $2,709+75.9% | $3,712+28.4% | $3,203+48.8% |
| Admin fee / account holder | $19,823 | $3,581+453.6% | $5,332+271.8% | $4,296+361.5% |