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 | $89,196 | $125,758-29.1% | $169,993-47.5% | $75,163+18.7% |
| Participation rate | 65.0% | 83.6%-18.6pp | 87.0%-22.0pp | 67.2%-2.2pp |
| Annual return | 20.47% | 27.20%-6.7pp | 53.37%-32.9pp | 160.62%-140.2pp |
| Employer contribution / active EE | $309 | $4,615-93.3% | $6,785-95.4% | $2,670-88.4% |
| Participant deferral / active EE | $3,155 | $6,837-53.9% | $10,408-69.7% | $4,125-23.5% |
| Admin fee / account holder | $6,401 | $8,173-21.7% | $12,815-50.0% | $5,651+13.3% |