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 | $133,450 | $72,277+84.6% | $101,248+31.8% | $79,858+67.1% |
| Participation rate | 58.1% | 68.5%-10.4pp | 75.8%-17.7pp | 69.6%-11.6pp |
| Annual return | 20.76% | 22.30%-1.5pp | 46.47%-25.7pp | 31.71%-11.0pp |
| Employer contribution / active EE | $600 | $2,692-77.7% | $3,660-83.6% | $2,471-75.7% |
| Participant deferral / active EE | $6,200 | $3,282+88.9% | $4,370+41.9% | $3,740+65.8% |
| Admin fee / account holder | $751 | $4,400-82.9% | $5,945-87.4% | $5,306-85.8% |