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 | $135,382 | $95,803+41.3% | $113,168+19.6% | $84,808+59.6% |
| Participation rate | 63.4% | 72.9%-9.4pp | 76.6%-13.2pp | 68.3%-4.9pp |
| Annual return | 20.79% | 25.00%-4.2pp | 24.27%-3.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,385 | $4,242+144.8% | $5,107+103.4% | $4,212+146.6% |
| Admin fee / account holder | $4,158 | $8,989-53.7% | $12,068-65.5% | $7,344-43.4% |