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 | $180,254 | $86,922+107.4% | $102,438+76.0% | $80,874+122.9% |
| Participation rate | 51.4% | 72.4%-21.0pp | 76.5%-25.1pp | 67.6%-16.3pp |
| Annual return | 14.74% | 18.90%-4.2pp | 29.37%-14.6pp | 35.62%-20.9pp |
| Employer contribution / active EE | $420 | $2,369-82.3% | $3,024-86.1% | $2,756-84.8% |
| Participant deferral / active EE | $3,928 | $4,119-4.6% | $5,054-22.3% | $4,297-8.6% |
| Admin fee / account holder | $13,949 | $8,050+73.3% | $9,448+47.6% | $6,935+101.1% |