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 | $196,031 | $101,724+92.7% | $164,813+18.9% | $80,856+142.4% |
| Participation rate | 69.6% | 71.8%-2.3pp | 78.6%-9.0pp | 67.6%+1.9pp |
| Annual return | 13.05% | 16.72%-3.7pp | 69.93%-56.9pp | 35.59%-22.5pp |
| Employer contribution / active EE | $431 | $2,953-85.4% | $4,341-90.1% | $2,755-84.4% |
| Participant deferral / active EE | $6,710 | $4,477+49.9% | $6,031+11.2% | $4,296+56.2% |
| Admin fee / account holder | $9,280 | $8,227+12.8% | $12,690-26.9% | $6,918+34.1% |