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 | $112,618 | $65,365+72.3% | $92,893+21.2% | $72,985+54.3% |
| Participation rate | 62.1% | 68.3%-6.2pp | 76.0%-13.9pp | 69.5%-7.4pp |
| Annual return | 21.92% | 42.10%-20.2pp | 109.41%-87.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $559 | $2,594-78.4% | $3,653-84.7% | $2,440-77.1% |
| Participant deferral / active EE | $5,776 | $3,128+84.6% | $4,236+36.4% | $3,607+60.1% |
| Admin fee / account holder | $810 | $4,251-80.9% | $5,794-86.0% | $5,124-84.2% |