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 | $65,963 | $49,915+32.1% | $154,803-57.4% | $74,304-11.2% |
| Participation rate | 32.2% | 54.0%-21.8pp | 78.1%-45.9pp | 60.3%-28.2pp |
| Annual return | 14.73% | 34.06%-19.3pp | 58.88%-44.2pp | 29.43%-14.7pp |
| Employer contribution / active EE | $132 | $1,611-91.8% | $4,305-96.9% | $2,241-94.1% |
| Participant deferral / active EE | $1,324 | $2,255-41.3% | $5,540-76.1% | $3,767-64.8% |
| Admin fee / account holder | $7,302 | $2,189+233.6% | $14,329-49.0% | $2,969+145.9% |