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 | $99,651 | $102,317-2.6% | $146,958-32.2% | $80,856+23.2% |
| Participation rate | 68.1% | 75.8%-7.7pp | 82.2%-14.1pp | 67.6%+0.4pp |
| Annual return | 20.20% | 134.76%-114.6pp | 418.34%-398.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $672 | $3,713-81.9% | $4,933-86.4% | $2,755-75.6% |
| Participant deferral / active EE | $6,391 | $6,644-3.8% | $8,070-20.8% | $4,296+48.8% |
| Admin fee / account holder | $1,179 | $7,941-85.1% | $12,998-90.9% | $6,918-83.0% |