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 | $133,372 | $106,515+25.2% | $96,683+37.9% | $139,434-4.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 11.89% | 38.43%-26.5pp | 35.69%-23.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $448 | $4,103-89.1% | $3,737-88.0% | $4,751-90.6% |
| Participant deferral / active EE | $3,045 | $5,454-44.2% | $4,878-37.6% | $6,710-54.6% |
| Admin fee / account holder | $11,009 | $7,877+39.8% | $6,730+63.6% | $11,403-3.4% |