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 | $116,182 | $80,968+43.5% | $96,544+20.3% | $75,163+54.6% |
| Participation rate | 38.3% | 71.8%-33.5pp | 76.0%-37.7pp | 67.2%-28.9pp |
| Annual return | 15.34% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $574 | $2,282-74.8% | $2,965-80.6% | $2,670-78.5% |
| Participant deferral / active EE | $2,138 | $3,928-45.6% | $4,851-55.9% | $4,125-48.2% |
| Admin fee / account holder | $6,275 | $6,724-6.7% | $8,252-24.0% | $5,651+11.0% |