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 | $82,248 | $70,669+16.4% | $169,368-51.4% | $75,163+9.4% |
| Participation rate | 68.0% | 64.8%+3.2pp | 77.1%-9.1pp | 67.2%+0.8pp |
| Annual return | 14.27% | 36.36%-22.1pp | 405.60%-391.3pp | 160.62%-146.3pp |
| Employer contribution / active EE | $424 | $2,211-80.8% | $4,013-89.4% | $2,670-84.1% |
| Participant deferral / active EE | $3,518 | $4,311-18.4% | $6,221-43.5% | $4,125-14.7% |
| Admin fee / account holder | $6,748 | $5,402+24.9% | $9,003-25.0% | $5,651+19.4% |