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 | $115,520 | $58,828+96.4% | $77,999+48.1% | $62,891+83.7% |
| Participation rate | 63.3% | 71.1%-7.7pp | 75.5%-12.2pp | 69.3%-6.0pp |
| Annual return | 8.91% | 17.16%-8.2pp | 425.96%-417.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $273 | $1,672-83.7% | $2,470-89.0% | $2,281-88.0% |
| Participant deferral / active EE | $4,158 | $2,686+54.8% | $3,497+18.9% | $3,203+29.8% |
| Admin fee / account holder | $5,101 | $4,393+16.1% | $5,480-6.9% | $4,296+18.8% |