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 | $97,974 | $88,360+10.9% | $145,433-32.6% | $67,986+44.1% |
| Participation rate | 62.3% | 65.5%-3.1pp | 82.1%-19.8pp | 57.2%+5.1pp |
| Annual return | 27.77% | 63.15%-35.4pp | 66.58%-38.8pp | 31.67%-3.9pp |
| Employer contribution / active EE | $377 | $3,054-87.6% | $4,554-91.7% | $2,019-81.3% |
| Participant deferral / active EE | $9,571 | $5,932+61.4% | $7,897+21.2% | $3,358+185.0% |
| Admin fee / account holder | $21,930 | $3,313+561.9% | $13,129+67.0% | $3,203+584.6% |