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 | $133,643 | $65,041+105.5% | $90,951+46.9% | $79,858+67.4% |
| Participation rate | 33.8% | 61.6%-27.8pp | 69.0%-35.2pp | 69.6%-35.8pp |
| Annual return | 25.86% | 30.45%-4.6pp | 134.60%-108.7pp | 31.71%-5.9pp |
| Employer contribution / active EE | $130 | $1,247-89.6% | $2,122-93.9% | $2,471-94.7% |
| Participant deferral / active EE | $2,034 | $2,512-19.0% | $3,373-39.7% | $3,740-45.6% |
| Admin fee / account holder | $10,934 | $4,536+141.0% | $5,959+83.5% | $5,306+106.1% |