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 | $94,979 | $80,968+17.3% | $96,544-1.6% | $75,163+26.4% |
| Participation rate | 68.3% | 71.8%-3.5pp | 76.0%-7.7pp | 67.2%+1.1pp |
| Annual return | 15.62% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $32 | $2,282-98.6% | $2,965-98.9% | $2,670-98.8% |
| Participant deferral / active EE | $4,498 | $3,928+14.5% | $4,851-7.3% | $4,125+9.0% |
| Admin fee / account holder | $14,003 | $6,724+108.3% | $8,252+69.7% | $5,651+147.8% |