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 | $137,150 | $93,170+47.2% | $100,534+36.4% | $84,808+61.7% |
| Participation rate | 40.3% | 75.8%-35.6pp | 80.6%-40.4pp | 68.3%-28.1pp |
| Annual return | 16.43% | 47.13%-30.7pp | 32.66%-16.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $718 | $3,985-82.0% | $4,346-83.5% | $2,631-72.7% |
| Participant deferral / active EE | $2,908 | $5,699-49.0% | $6,144-52.7% | $4,212-30.9% |
| Admin fee / account holder | $7,828 | $7,382+6.0% | $7,654+2.3% | $7,344+6.6% |