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 | $105,481 | $146,267-27.9% | $197,124-46.5% | $82,448+27.9% |
| Participation rate | 42.4% | 84.0%-41.6pp | 86.7%-44.3pp | 68.1%-25.6pp |
| Annual return | 15.14% | 29.61%-14.5pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,409 | $4,723-70.2% | $6,227-77.4% | $2,551-44.8% |
| Participant deferral / active EE | $6,169 | $7,035-12.3% | $9,135-32.5% | $4,139+49.0% |
| Admin fee / account holder | $20,289 | $14,422+40.7% | $16,298+24.5% | $7,234+180.5% |