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 | $111,866 | $86,929+28.7% | $102,423+9.2% | $80,856+38.4% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-20.9pp | 67.6%-12.1pp |
| Annual return | 17.86% | 18.88%-1.0pp | 29.32%-11.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $279 | $2,369-88.2% | $3,023-90.8% | $2,755-89.9% |
| Participant deferral / active EE | $2,454 | $4,118-40.4% | $5,053-51.4% | $4,296-42.9% |
| Admin fee / account holder | $2,925 | $8,049-63.7% | $9,451-69.0% | $6,918-57.7% |