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 | $123,082 | $70,428+74.8% | $96,562+27.5% | $85,850+43.4% |
| Participation rate | 59.2% | 61.8%-2.6pp | 69.8%-10.6pp | 69.3%-10.1pp |
| Annual return | 11.50% | 18.59%-7.1pp | 37.78%-26.3pp | 318.53%-307.0pp |
| Employer contribution / active EE | $150 | $1,413-89.4% | $2,356-93.6% | $2,565-94.2% |
| Participant deferral / active EE | $2,344 | $2,894-19.0% | $3,849-39.1% | $3,952-40.7% |
| Admin fee / account holder | $4,881 | $4,997-2.3% | $6,181-21.0% | $6,260-22.0% |