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 | $118,158 | $78,672+50.2% | $109,143+8.3% | $85,850+37.6% |
| Participation rate | 58.0% | 68.3%-10.3pp | 75.9%-17.9pp | 69.3%-11.3pp |
| Annual return | 21.15% | 25.09%-3.9pp | 25.75%-4.6pp | 318.53%-297.4pp |
| Employer contribution / active EE | $328 | $2,735-88.0% | $3,722-91.2% | $2,565-87.2% |
| Participant deferral / active EE | $4,957 | $3,467+43.0% | $4,653+6.5% | $3,952+25.4% |
| Admin fee / account holder | $10,471 | $5,469+91.5% | $6,752+55.1% | $6,260+67.3% |