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 | $126,459 | $80,968+56.2% | $96,544+31.0% | $75,163+68.2% |
| Participation rate | 65.7% | 71.8%-6.1pp | 76.0%-10.2pp | 67.2%-1.5pp |
| Annual return | 23.77% | 27.06%-3.3pp | 25.84%-2.1pp | 160.62%-136.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,822 | $3,928-2.7% | $4,851-21.2% | $4,125-7.4% |
| Admin fee / account holder | $1,036 | $6,724-84.6% | $8,252-87.4% | $5,651-81.7% |