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 | $137,014 | $83,902+63.3% | $167,512-18.2% | $84,808+61.6% |
| Participation rate | 65.7% | 66.5%-0.8pp | 77.1%-11.4pp | 68.3%-2.6pp |
| Annual return | 13.46% | 91.55%-78.1pp | 1615.79%-1602.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $285 | $2,264-87.4% | $3,882-92.7% | $2,631-89.2% |
| Participant deferral / active EE | $5,461 | $4,442+22.9% | $6,405-14.7% | $4,212+29.7% |
| Admin fee / account holder | $3,516 | $7,915-55.6% | $9,769-64.0% | $7,344-52.1% |