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 | $107,213 | $136,307-21.3% | $177,821-39.7% | $73,488+45.9% |
| Participation rate | 53.7% | 86.1%-32.4pp | 87.7%-34.0pp | 70.7%-17.0pp |
| Annual return | 28.05% | 18.68%+9.4pp | 48.32%-20.3pp | 28.51%-0.5pp |
| Employer contribution / active EE | $828 | $3,712-77.7% | $5,918-86.0% | $2,270-63.5% |
| Participant deferral / active EE | $4,512 | $5,829-22.6% | $7,714-41.5% | $3,740+20.7% |
| Admin fee / account holder | $13,493 | $596+2165.6% | $12,427+8.6% | $513+2529.8% |