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 | $113,297 | $80,138+41.4% | $130,231-13.0% | $71,457+58.6% |
| Participation rate | 35.2% | 71.0%-35.8pp | 76.3%-41.1pp | 67.9%-32.7pp |
| Annual return | 19.98% | 16.81%+3.2pp | 38.77%-18.8pp | 28.85%-8.9pp |
| Employer contribution / active EE | $344 | $2,834-87.9% | $4,126-91.7% | $2,588-86.7% |
| Participant deferral / active EE | $2,305 | $4,641-50.3% | $6,799-66.1% | $4,289-46.3% |
| Admin fee / account holder | $16,446 | $1,035+1489.4% | $6,020+173.2% | $1,587+936.1% |