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 | $107,828 | $80,968+33.2% | $96,544+11.7% | $75,163+43.5% |
| Participation rate | 49.2% | 71.8%-22.6pp | 76.0%-26.8pp | 67.2%-18.0pp |
| Annual return | 14.24% | 27.06%-12.8pp | 25.84%-11.6pp | 160.62%-146.4pp |
| Employer contribution / active EE | $502 | $2,282-78.0% | $2,965-83.1% | $2,670-81.2% |
| Participant deferral / active EE | $2,355 | $3,928-40.0% | $4,851-51.4% | $4,125-42.9% |
| Admin fee / account holder | $6,456 | $6,724-4.0% | $8,252-21.8% | $5,651+14.2% |