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 | $146,096 | $80,724+81.0% | $103,333+41.4% | $74,495+96.1% |
| Participation rate | 60.7% | 65.7%-4.9pp | 74.5%-13.8pp | 67.2%-6.5pp |
| Annual return | 11.48% | 27.56%-16.1pp | 24.88%-13.4pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $641 | $3,157-79.7% | $3,868-83.4% | $2,623-75.6% |
| Participant deferral / active EE | $5,177 | $3,860+34.1% | $5,057+2.4% | $4,346+19.1% |
| Admin fee / account holder | $2,137 | $2,368-9.8% | $8,355-74.4% | $1,942+10.0% |