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 | $136,105 | $80,968+68.1% | $96,544+41.0% | $75,163+81.1% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.3pp | 67.2%-9.5pp |
| Annual return | 17.50% | 27.06%-9.6pp | 25.84%-8.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $549 | $2,282-75.9% | $2,965-81.5% | $2,670-79.4% |
| Participant deferral / active EE | $4,843 | $3,928+23.3% | $4,851-0.2% | $4,125+17.4% |
| Admin fee / account holder | $968 | $6,724-85.6% | $8,252-88.3% | $5,651-82.9% |