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 | $122,791 | $81,208+51.2% | $98,907+24.1% | $79,858+53.8% |
| Participation rate | 67.6% | 72.5%-4.9pp | 76.0%-8.4pp | 69.6%-2.0pp |
| Annual return | 16.78% | 60.99%-44.2pp | 196.43%-179.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $240 | $1,960-87.8% | $2,689-91.1% | $2,471-90.3% |
| Participant deferral / active EE | $3,448 | $3,265+5.6% | $4,244-18.8% | $3,740-7.8% |
| Admin fee / account holder | $14,534 | $6,013+141.7% | $6,642+118.8% | $5,306+173.9% |