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 | $131,125 | $118,450+10.7% | $98,439+33.2% | $139,434-6.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 12.71% | 18.94%-6.2pp | 21.16%-8.4pp | 372.94%-360.2pp |
| Employer contribution / active EE | $414 | $3,609-88.5% | $3,048-86.4% | $4,751-91.3% |
| Participant deferral / active EE | $1,750 | $5,392-67.6% | $4,738-63.1% | $6,710-73.9% |
| Admin fee / account holder | $995 | $14,026-92.9% | $8,948-88.9% | $11,403-91.3% |