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 | $88,001 | $89,753-2.0% | $107,525-18.2% | $84,808+3.8% |
| Participation rate | 39.4% | 68.1%-28.7pp | 75.1%-35.7pp | 68.3%-28.9pp |
| Annual return | 13.25% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $494 | $3,113-84.1% | $3,754-86.8% | $2,631-81.2% |
| Participant deferral / active EE | $1,798 | $4,056-55.7% | $5,116-64.8% | $4,212-57.3% |
| Admin fee / account holder | $3,007 | $7,222-58.4% | $8,919-66.3% | $7,344-59.0% |