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 | $82,501 | $89,355-7.7% | $141,162-41.6% | $72,985+13.0% |
| Participation rate | 66.2% | 75.1%-8.9pp | 82.5%-16.2pp | 69.5%-3.3pp |
| Annual return | 24.83% | 111.85%-87.0pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $426 | $3,114-86.3% | $4,735-91.0% | $2,440-82.6% |
| Participant deferral / active EE | $6,880 | $5,418+27.0% | $6,709+2.6% | $3,607+90.7% |
| Admin fee / account holder | $324 | $5,958-94.6% | $10,261-96.8% | $5,124-93.7% |