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 | $95,350 | $107,334-11.2% | $92,893+2.6% | $152,861-37.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 28.12% | 145.58%-117.5pp | 109.41%-81.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $611 | $4,221-85.5% | $3,653-83.3% | $4,762-87.2% |
| Participant deferral / active EE | $4,546 | $4,845-6.2% | $4,236+7.3% | $5,850-22.3% |
| Admin fee / account holder | $2,651 | $7,079-62.6% | $5,794-54.2% | $11,596-77.1% |