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 | $119,514 | $89,355+33.8% | $141,162-15.3% | $72,985+63.8% |
| Participation rate | 55.7% | 75.1%-19.4pp | 82.5%-26.8pp | 69.5%-13.8pp |
| Annual return | 23.20% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $178 | $3,114-94.3% | $4,735-96.2% | $2,440-92.7% |
| Participant deferral / active EE | $6,309 | $5,418+16.4% | $6,709-6.0% | $3,607+74.9% |
| Admin fee / account holder | $16,272 | $5,958+173.1% | $10,261+58.6% | $5,124+217.5% |