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 | $97,176 | $78,422+23.9% | $95,952+1.3% | $79,858+21.7% |
| Participation rate | 65.0% | 73.5%-8.5pp | 77.1%-12.1pp | 69.6%-4.6pp |
| Annual return | 10.80% | 19.37%-8.6pp | 91.61%-80.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $225 | $1,945-88.5% | $2,541-91.2% | $2,471-90.9% |
| Participant deferral / active EE | $1,902 | $3,440-44.7% | $4,167-54.3% | $3,740-49.1% |
| Admin fee / account holder | $9,012 | $5,622+60.3% | $6,795+32.6% | $5,306+69.8% |