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 | $118,608 | $86,944+36.4% | $107,525+10.3% | $74,304+59.6% |
| Participation rate | 63.4% | 59.6%+3.8pp | 75.1%-11.7pp | 60.3%+3.0pp |
| Annual return | 15.00% | 23.52%-8.5pp | 181.32%-166.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $396 | $2,757-85.7% | $3,754-89.5% | $2,241-82.4% |
| Participant deferral / active EE | $2,714 | $3,554-23.6% | $5,116-46.9% | $3,767-27.9% |
| Admin fee / account holder | $12,771 | $3,727+242.7% | $8,919+43.2% | $2,969+330.2% |