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 | $83,111 | $79,944+4.0% | $98,439-15.6% | $75,163+10.6% |
| Participation rate | 51.6% | 70.4%-18.8pp | 75.2%-23.6pp | 67.2%-15.6pp |
| Annual return | 14.72% | 19.75%-5.0pp | 21.16%-6.4pp | 160.62%-145.9pp |
| Employer contribution / active EE | $290 | $2,264-87.2% | $3,048-90.5% | $2,670-89.1% |
| Participant deferral / active EE | $2,868 | $3,752-23.6% | $4,738-39.5% | $4,125-30.5% |
| Admin fee / account holder | $3,573 | $6,840-47.8% | $8,948-60.1% | $5,651-36.8% |