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 | $89,127 | $71,050+25.4% | $93,606-4.8% | $80,856+10.2% |
| Participation rate | 63.0% | 60.4%+2.6pp | 68.7%-5.8pp | 67.6%-4.7pp |
| Annual return | 16.10% | 11.26%+4.8pp | 133.20%-117.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $59 | $1,564-96.2% | $2,420-97.6% | $2,755-97.9% |
| Participant deferral / active EE | $1,431 | $4,034-64.5% | $4,411-67.6% | $4,296-66.7% |
| Admin fee / account holder | $32,310 | $6,945+365.2% | $8,285+290.0% | $6,918+367.0% |