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 | $142,741 | $86,922+64.2% | $102,438+39.3% | $80,874+76.5% |
| Participation rate | 55.3% | 72.4%-17.1pp | 76.5%-21.2pp | 67.6%-12.4pp |
| Annual return | 11.84% | 18.90%-7.1pp | 29.37%-17.5pp | 35.62%-23.8pp |
| Employer contribution / active EE | $167 | $2,369-93.0% | $3,024-94.5% | $2,756-93.9% |
| Participant deferral / active EE | $3,868 | $4,119-6.1% | $5,054-23.5% | $4,297-10.0% |
| Admin fee / account holder | $20,074 | $8,050+149.4% | $9,448+112.5% | $6,935+189.5% |