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 | $127,389 | $78,672+61.9% | $109,143+16.7% | $85,850+48.4% |
| Participation rate | 67.3% | 68.3%-1.0pp | 75.9%-8.6pp | 69.3%-2.0pp |
| Annual return | 24.70% | 25.09%-0.4pp | 25.75%-1.0pp | 318.53%-293.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,718 | $3,467+93.8% | $4,653+44.4% | $3,952+70.0% |
| Admin fee / account holder | $58,637 | $5,469+972.1% | $6,752+768.4% | $6,260+836.7% |