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 | $107,027 | $86,286+24.0% | $111,297-3.8% | $85,850+24.7% |
| Participation rate | 68.2% | 73.3%-5.1pp | 77.3%-9.1pp | 69.3%-1.1pp |
| Annual return | 17.47% | 19.99%-2.5pp | 54.65%-37.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $410 | $2,043-79.9% | $2,731-85.0% | $2,565-84.0% |
| Participant deferral / active EE | $5,094 | $3,641+39.9% | $4,487+13.5% | $3,952+28.9% |
| Admin fee / account holder | $9,802 | $8,188+19.7% | $7,964+23.1% | $6,260+56.6% |