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 | $108,723 | $98,750+10.1% | $149,696-27.4% | $79,858+36.1% |
| Participation rate | 63.5% | 75.8%-12.3pp | 82.5%-19.0pp | 69.6%-6.2pp |
| Annual return | 24.50% | 27.43%-2.9pp | 276.60%-252.1pp | 31.71%-7.2pp |
| Employer contribution / active EE | $443 | $3,216-86.2% | $4,644-90.5% | $2,471-82.1% |
| Participant deferral / active EE | $5,862 | $5,680+3.2% | $6,842-14.3% | $3,740+56.7% |
| Admin fee / account holder | $458 | $6,053-92.4% | $9,309-95.1% | $5,306-91.4% |