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 | $103,552 | $86,929+19.1% | $102,423+1.1% | $80,856+28.1% |
| Participation rate | 66.2% | 72.4%-6.2pp | 76.5%-10.3pp | 67.6%-1.4pp |
| Annual return | 11.97% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $590 | $2,369-75.1% | $3,023-80.5% | $2,755-78.6% |
| Participant deferral / active EE | $4,366 | $4,118+6.0% | $5,053-13.6% | $4,296+1.6% |
| Admin fee / account holder | $2,168 | $8,049-73.1% | $9,451-77.1% | $6,918-68.7% |