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 | $114,992 | $101,724+13.0% | $164,813-30.2% | $80,856+42.2% |
| Participation rate | 61.9% | 71.8%-9.9pp | 78.6%-16.7pp | 67.6%-5.7pp |
| Annual return | 12.19% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $569 | $2,953-80.7% | $4,341-86.9% | $2,755-79.4% |
| Participant deferral / active EE | $5,353 | $4,477+19.6% | $6,031-11.3% | $4,296+24.6% |
| Admin fee / account holder | $2,403 | $8,227-70.8% | $12,690-81.1% | $6,918-65.3% |