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 | $108,119 | $65,041+66.2% | $90,951+18.9% | $79,858+35.4% |
| Participation rate | 57.8% | 61.6%-3.8pp | 69.0%-11.2pp | 69.6%-11.8pp |
| Annual return | 13.67% | 30.45%-16.8pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $186 | $1,247-85.1% | $2,122-91.2% | $2,471-92.5% |
| Participant deferral / active EE | $3,742 | $2,512+49.0% | $3,373+10.9% | $3,7400% |
| Admin fee / account holder | $7,098 | $4,536+56.5% | $5,959+19.1% | $5,306+33.8% |