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 | $119,034 | $124,319-4.3% | $111,297+7.0% | $167,490-28.9% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.2pp |
| Annual return | 17.97% | 37.44%-19.5pp | 54.65%-36.7pp | 478.56%-460.6pp |
| Employer contribution / active EE | $373 | $3,435-89.1% | $2,731-86.3% | $4,837-92.3% |
| Participant deferral / active EE | $4,770 | $5,180-7.9% | $4,487+6.3% | $6,341-24.8% |
| Admin fee / account holder | $17,687 | $10,618+66.6% | $7,964+122.1% | $12,309+43.7% |