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 | $109,381 | $80,968+35.1% | $96,544+13.3% | $75,163+45.5% |
| Participation rate | 51.9% | 71.8%-19.9pp | 76.0%-24.1pp | 67.2%-15.3pp |
| Annual return | 18.79% | 27.06%-8.3pp | 25.84%-7.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $478 | $2,282-79.1% | $2,965-83.9% | $2,670-82.1% |
| Participant deferral / active EE | $4,162 | $3,928+6.0% | $4,851-14.2% | $4,125+0.9% |
| Admin fee / account holder | $9,110 | $6,724+35.5% | $8,252+10.4% | $5,651+61.2% |