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 | $167,218 | $72,012+132.2% | $185,823-10.0% | $79,858+109.4% |
| Participation rate | 61.5% | 65.8%-4.2pp | 78.0%-16.5pp | 69.6%-8.1pp |
| Annual return | 13.49% | 23.12%-9.6pp | 35.95%-22.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $256 | $1,965-86.9% | $4,087-93.7% | $2,471-89.6% |
| Participant deferral / active EE | $5,643 | $3,779+49.3% | $5,632+0.2% | $3,740+50.9% |
| Admin fee / account holder | $8,454 | $4,513+87.3% | $9,500-11.0% | $5,306+59.3% |