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 | $87,589 | $78,705+11.3% | $117,854-25.7% | $70,131+24.9% |
| Participation rate | 57.6% | 73.2%-15.6pp | 79.7%-22.1pp | 69.5%-12.0pp |
| Annual return | 19.20% | 23.30%-4.1pp | 335.08%-315.9pp | 73.14%-53.9pp |
| Employer contribution / active EE | $210 | $2,223-90.5% | $3,786-94.4% | $2,342-91.0% |
| Participant deferral / active EE | $3,564 | $3,297+8.1% | $4,482-20.5% | $3,332+7.0% |
| Admin fee / account holder | $16,635 | $5,065+228.4% | $8,020+107.4% | $4,645+258.1% |