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 | $113,211 | $91,760+23.4% | $156,181-27.5% | $67,986+66.5% |
| Participation rate | 43.1% | 65.0%-21.9pp | 78.8%-35.7pp | 57.2%-14.1pp |
| Annual return | 15.63% | 18.14%-2.5pp | 64.87%-49.2pp | 31.67%-16.0pp |
| Employer contribution / active EE | $462 | $2,419-80.9% | $4,294-89.2% | $2,019-77.1% |
| Participant deferral / active EE | $3,600 | $3,960-9.1% | $6,132-41.3% | $3,358+7.2% |
| Admin fee / account holder | $3,921 | $3,949-0.7% | $14,586-73.1% | $3,203+22.4% |