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 | $122,617 | $56,897+115.5% | $84,750+44.7% | $62,891+95.0% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 10.25% | 6.30%+3.9pp | 22.78%-12.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $187 | $2,400-92.2% | $3,574-94.8% | $2,281-91.8% |
| Participant deferral / active EE | $1,199 | $2,709-55.7% | $3,712-67.7% | $3,203-62.6% |
| Admin fee / account holder | $3,480 | $3,581-2.8% | $5,332-34.7% | $4,296-19.0% |