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 | $124,330 | $86,929+43.0% | $102,423+21.4% | $80,856+53.8% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-21.9pp | 67.6%-13.1pp |
| Annual return | 17.67% | 18.88%-1.2pp | 29.32%-11.7pp | 35.59%-17.9pp |
| Employer contribution / active EE | $534 | $2,369-77.5% | $3,023-82.3% | $2,755-80.6% |
| Participant deferral / active EE | $4,480 | $4,118+8.8% | $5,053-11.3% | $4,296+4.3% |
| Admin fee / account holder | $1,033 | $8,049-87.2% | $9,451-89.1% | $6,918-85.1% |