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 | $103,445 | $78,672+31.5% | $109,143-5.2% | $85,850+20.5% |
| Participation rate | 35.8% | 68.3%-32.5pp | 75.9%-40.1pp | 69.3%-33.5pp |
| Annual return | 14.91% | 25.09%-10.2pp | 25.75%-10.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $453 | $2,735-83.4% | $3,722-87.8% | $2,565-82.4% |
| Participant deferral / active EE | $1,877 | $3,467-45.9% | $4,653-59.7% | $3,952-52.5% |
| Admin fee / account holder | $2,577 | $5,469-52.9% | $6,752-61.8% | $6,260-58.8% |