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 | $140,208 | $58,851+138.2% | $115,157+21.8% | $72,985+92.1% |
| Participation rate | 63.6% | 65.5%-1.9pp | 75.9%-12.3pp | 69.5%-5.8pp |
| Annual return | 19.07% | 23.16%-4.1pp | 35.60%-16.5pp | 81.00%-61.9pp |
| Employer contribution / active EE | $469 | $1,798-73.9% | $3,179-85.2% | $2,440-80.8% |
| Participant deferral / active EE | $3,686 | $2,643+39.5% | $4,168-11.6% | $3,607+2.2% |
| Admin fee / account holder | $17,877 | $6,370+180.7% | $7,088+152.2% | $5,124+248.9% |