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 | $108,433 | $87,013+24.6% | $106,213+2.1% | $80,856+34.1% |
| Participation rate | 63.6% | 70.4%-6.8pp | 75.3%-11.6pp | 67.6%-4.0pp |
| Annual return | 14.97% | 17.05%-2.1pp | 116.14%-101.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $303 | $2,395-87.3% | $3,171-90.4% | $2,755-89.0% |
| Participant deferral / active EE | $2,043 | $3,986-48.7% | $5,016-59.3% | $4,296-52.4% |
| Admin fee / account holder | $338 | $8,431-96.0% | $11,033-96.9% | $6,918-95.1% |