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 | $132,014 | $91,552+44.2% | $133,956-1.4% | $79,858+65.3% |
| Participation rate | 59.7% | 73.3%-13.6pp | 79.8%-20.1pp | 69.6%-9.9pp |
| Annual return | 18.79% | 61.85%-43.1pp | 45.09%-26.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $14 | $2,384-99.4% | $3,919-99.7% | $2,471-99.4% |
| Participant deferral / active EE | $4,028 | $3,733+7.9% | $5,048-20.2% | $3,740+7.7% |
| Admin fee / account holder | $1,128 | $6,321-82.2% | $8,927-87.4% | $5,306-78.7% |