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 | $87,285 | $65,041+34.2% | $90,951-4.0% | $79,858+9.3% |
| Participation rate | 52.8% | 61.6%-8.8pp | 69.0%-16.2pp | 69.6%-16.8pp |
| Annual return | 11.51% | 30.45%-18.9pp | 134.60%-123.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $245 | $1,247-80.3% | $2,122-88.4% | $2,471-90.1% |
| Participant deferral / active EE | $2,747 | $2,512+9.4% | $3,373-18.6% | $3,740-26.6% |
| Admin fee / account holder | $6,915 | $4,536+52.4% | $5,959+16.0% | $5,306+30.3% |