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 | $89,789 | $78,422+14.5% | $95,952-6.4% | $79,858+12.4% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 31.77% | 19.37%+12.4pp | 91.61%-59.8pp | 31.71%+0.1pp |
| Employer contribution / active EE | $454 | $1,945-76.7% | $2,541-82.1% | $2,471-81.6% |
| Participant deferral / active EE | $2,715 | $3,440-21.1% | $4,167-34.9% | $3,740-27.4% |
| Admin fee / account holder | $17,616 | $5,622+213.3% | $6,795+159.2% | $5,306+232.0% |