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 | $101,580 | $68,547+48.2% | $120,354-15.6% | $80,856+25.6% |
| Participation rate | 60.9% | 61.6%-0.7pp | 71.9%-11.0pp | 67.6%-6.8pp |
| Annual return | 16.90% | 23.60%-6.7pp | 107.15%-90.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $65 | $2,051-96.9% | $3,463-98.1% | $2,755-97.7% |
| Participant deferral / active EE | $6,179 | $3,173+94.7% | $4,991+23.8% | $4,296+43.8% |
| Admin fee / account holder | $14,138 | $5,732+146.6% | $9,423+50.0% | $6,918+104.4% |