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 | $182,706 | $70,475+159.2% | $100,516+81.8% | $79,858+128.8% |
| Participation rate | 66.7% | 73.7%-7.0pp | 79.4%-12.7pp | 69.6%-3.0pp |
| Annual return | 13.11% | 21.90%-8.8pp | 30.89%-17.8pp | 31.71%-18.6pp |
| Employer contribution / active EE | $164 | $2,165-92.4% | $3,418-95.2% | $2,471-93.4% |
| Participant deferral / active EE | $5,248 | $5,181+1.3% | $6,270-16.3% | $3,740+40.3% |
| Admin fee / account holder | $30,408 | $4,478+579.0% | $8,081+276.3% | $5,306+473.1% |