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 | $120,913 | $51,604+134.3% | $129,295-6.5% | $80,874+49.5% |
| Participation rate | 37.9% | 57.0%-19.0pp | 69.6%-31.7pp | 67.6%-29.7pp |
| Annual return | 17.68% | 20.76%-3.1pp | 9429.28%-9411.6pp | 35.62%-17.9pp |
| Employer contribution / active EE | $261 | $1,585-83.5% | $4,157-93.7% | $2,756-90.5% |
| Participant deferral / active EE | $770 | $2,670-71.2% | $4,169-81.5% | $4,297-82.1% |
| Admin fee / account holder | $8,314 | $4,310+92.9% | $7,665+8.5% | $6,935+19.9% |