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 | $101,997 | $74,927+36.1% | $101,794+0.2% | $84,808+20.3% |
| Participation rate | 55.0% | 61.4%-6.4pp | 69.2%-14.2pp | 68.3%-13.3pp |
| Annual return | 16.82% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $331 | $1,522-78.3% | $2,289-85.5% | $2,631-87.4% |
| Participant deferral / active EE | $3,308 | $3,099+6.7% | $4,084-19.0% | $4,212-21.5% |
| Admin fee / account holder | $558 | $6,514-91.4% | $8,777-93.6% | $7,344-92.4% |