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 | $119,721 | $54,705+118.8% | $71,209+68.1% | $84,808+41.2% |
| Participation rate | 60.9% | 64.1%-3.2pp | 73.8%-12.9pp | 68.3%-7.4pp |
| Annual return | 16.21% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $241 | $2,158-88.8% | $2,721-91.1% | $2,631-90.8% |
| Participant deferral / active EE | $2,788 | $3,030-8.0% | $4,175-33.2% | $4,212-33.8% |
| Admin fee / account holder | $1,164 | $4,863-76.1% | $5,349-78.2% | $7,344-84.2% |