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 | $79,831 | $72,277+10.5% | $101,248-21.2% | $79,8580% |
| Participation rate | 67.2% | 68.5%-1.2pp | 75.8%-8.6pp | 69.6%-2.4pp |
| Annual return | 12.75% | 22.30%-9.5pp | 46.47%-33.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $598 | $2,692-77.8% | $3,660-83.6% | $2,471-75.8% |
| Participant deferral / active EE | $3,728 | $3,282+13.6% | $4,370-14.7% | $3,740-0.3% |
| Admin fee / account holder | $13,325 | $4,400+202.8% | $5,945+124.1% | $5,306+151.1% |