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 | $142,701 | $86,929+64.2% | $102,423+39.3% | $80,856+76.5% |
| Participation rate | 61.7% | 72.4%-10.7pp | 76.5%-14.8pp | 67.6%-6.0pp |
| Annual return | 18.68% | 18.88%-0.2pp | 29.32%-10.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,654 | $4,118+37.3% | $5,053+11.9% | $4,296+31.6% |
| Admin fee / account holder | $1,106 | $8,049-86.3% | $9,451-88.3% | $6,918-84.0% |