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 | $112,088 | $76,367+46.8% | $93,606+19.7% | $72,985+53.6% |
| Participation rate | 67.5% | 71.7%-4.2pp | 75.8%-8.3pp | 69.5%-2.0pp |
| Annual return | 18.37% | 25.82%-7.4pp | 32.76%-14.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $248 | $2,275-89.1% | $2,718-90.9% | $2,440-89.8% |
| Participant deferral / active EE | $3,678 | $3,538+4.0% | $4,069-9.6% | $3,607+2.0% |
| Admin fee / account holder | $10,346 | $6,838+51.3% | $7,888+31.2% | $5,124+101.9% |