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 | $167,485 | $75,963+120.5% | $97,995+70.9% | $70,131+138.8% |
| Participation rate | 64.6% | 77.0%-12.4pp | 82.4%-17.8pp | 69.5%-5.0pp |
| Annual return | 16.00% | 19.26%-3.3pp | 23.94%-7.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $510 | $3,278-84.5% | $4,158-87.7% | $2,342-78.2% |
| Participant deferral / active EE | $3,398 | $4,053-16.2% | $5,097-33.3% | $3,332+2.0% |
| Admin fee / account holder | $756 | $5,407-86.0% | $5,943-87.3% | $4,645-83.7% |