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 | $162,036 | $85,515+89.5% | $112,040+44.6% | $67,986+138.3% |
| Participation rate | 44.4% | 68.2%-23.8pp | 76.5%-32.0pp | 57.2%-12.8pp |
| Annual return | 37.40% | 29.68%+7.7pp | 24.52%+12.9pp | 31.67%+5.7pp |
| Employer contribution / active EE | $410 | $2,191-81.3% | $2,954-86.1% | $2,019-79.7% |
| Participant deferral / active EE | $2,938 | $4,014-26.8% | $5,098-42.4% | $3,358-12.5% |
| Admin fee / account holder | $9,347 | $3,774+147.7% | $12,098-22.7% | $3,203+191.8% |