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 | $137,543 | $109,359+25.8% | $162,163-15.2% | $72,985+88.5% |
| Participation rate | 58.6% | 84.3%-25.6pp | 87.6%-28.9pp | 69.5%-10.9pp |
| Annual return | 25.91% | 25.46%+0.4pp | 115.59%-89.7pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,154 | $3,907-70.5% | $5,614-79.4% | $2,440-52.7% |
| Participant deferral / active EE | $3,224 | $5,481-41.2% | $7,298-55.8% | $3,607-10.6% |
| Admin fee / account holder | $819 | $7,972-89.7% | $10,843-92.4% | $5,124-84.0% |