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 | $84,757 | $72,277+17.3% | $101,248-16.3% | $79,858+6.1% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 22.46% | 22.30%+0.2pp | 46.47%-24.0pp | 31.71%-9.3pp |
| Employer contribution / active EE | $466 | $2,692-82.7% | $3,660-87.3% | $2,471-81.1% |
| Participant deferral / active EE | $1,865 | $3,282-43.2% | $4,370-57.3% | $3,740-50.1% |
| Admin fee / account holder | $7,841 | $4,400+78.2% | $5,945+31.9% | $5,306+47.8% |