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 | $105,924 | $86,929+21.9% | $102,423+3.4% | $80,856+31.0% |
| Participation rate | 67.6% | 72.4%-4.8pp | 76.5%-8.9pp | 67.6%-0.1pp |
| Annual return | 13.99% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $439 | $2,369-81.5% | $3,023-85.5% | $2,755-84.0% |
| Participant deferral / active EE | $1,906 | $4,118-53.7% | $5,053-62.3% | $4,296-55.6% |
| Admin fee / account holder | $439 | $8,049-94.5% | $9,451-95.4% | $6,918-93.6% |