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 | $163,516 | $89,753+82.2% | $107,525+52.1% | $84,808+92.8% |
| Participation rate | 54.9% | 68.1%-13.2pp | 75.1%-20.2pp | 68.3%-13.4pp |
| Annual return | 29.02% | 29.48%-0.5pp | 181.32%-152.3pp | 40.90%-11.9pp |
| Employer contribution / active EE | $580 | $3,113-81.4% | $3,754-84.5% | $2,631-77.9% |
| Participant deferral / active EE | $5,159 | $4,056+27.2% | $5,116+0.8% | $4,212+22.5% |
| Admin fee / account holder | $1,796 | $7,222-75.1% | $8,919-79.9% | $7,344-75.5% |