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 | $131,002 | $70,428+86.0% | $96,562+35.7% | $85,850+52.6% |
| Participation rate | 53.0% | 61.8%-8.8pp | 69.8%-16.8pp | 69.3%-16.3pp |
| Annual return | 16.65% | 18.59%-1.9pp | 37.78%-21.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $175 | $1,413-87.6% | $2,356-92.6% | $2,565-93.2% |
| Participant deferral / active EE | $3,916 | $2,894+35.3% | $3,849+1.7% | $3,952-0.9% |
| Admin fee / account holder | $4,384 | $4,997-12.3% | $6,181-29.1% | $6,260-30.0% |