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 | $147,275 | $78,672+87.2% | $109,143+34.9% | $85,850+71.5% |
| Participation rate | 65.6% | 68.3%-2.6pp | 75.9%-10.3pp | 69.3%-3.7pp |
| Annual return | 21.49% | 25.09%-3.6pp | 25.75%-4.3pp | 318.53%-297.0pp |
| Employer contribution / active EE | $627 | $2,735-77.1% | $3,722-83.1% | $2,565-75.5% |
| Participant deferral / active EE | $7,648 | $3,467+120.6% | $4,653+64.4% | $3,952+93.5% |
| Admin fee / account holder | $1,689 | $5,469-69.1% | $6,752-75.0% | $6,260-73.0% |