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 | $115,919 | $91,552+26.6% | $133,956-13.5% | $79,858+45.2% |
| Participation rate | 60.7% | 73.3%-12.6pp | 79.8%-19.1pp | 69.6%-8.9pp |
| Annual return | 16.09% | 61.85%-45.8pp | 45.09%-29.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $345 | $2,384-85.5% | $3,919-91.2% | $2,471-86.0% |
| Participant deferral / active EE | $5,399 | $3,733+44.6% | $5,048+7.0% | $3,740+44.4% |
| Admin fee / account holder | $3,069 | $6,321-51.4% | $8,927-65.6% | $5,306-42.2% |