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 | $120,909 | $86,286+40.1% | $111,297+8.6% | $85,850+40.8% |
| Participation rate | 48.9% | 73.3%-24.4pp | 77.3%-28.4pp | 69.3%-20.4pp |
| Annual return | 14.56% | 19.99%-5.4pp | 54.65%-40.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $486 | $2,043-76.2% | $2,731-82.2% | $2,565-81.1% |
| Participant deferral / active EE | $4,174 | $3,641+14.6% | $4,487-7.0% | $3,952+5.6% |
| Admin fee / account holder | $755 | $8,188-90.8% | $7,964-90.5% | $6,260-87.9% |