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 | $114,125 | $72,277+57.9% | $101,248+12.7% | $79,858+42.9% |
| Participation rate | 68.0% | 68.5%-0.5pp | 75.8%-7.8pp | 69.6%-1.6pp |
| Annual return | 17.63% | 22.30%-4.7pp | 46.47%-28.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $487 | $2,692-81.9% | $3,660-86.7% | $2,471-80.3% |
| Participant deferral / active EE | $4,050 | $3,282+23.4% | $4,370-7.3% | $3,740+8.3% |
| Admin fee / account holder | $13,817 | $4,400+214.0% | $5,945+132.4% | $5,306+160.4% |