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 | $118,357 | $138,347-14.4% | $184,203-35.7% | $80,856+46.4% |
| Participation rate | 63.3% | 83.9%-20.6pp | 86.8%-23.5pp | 67.6%-4.3pp |
| Annual return | 12.30% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,452 | $4,850-70.1% | $6,427-77.4% | $2,755-47.3% |
| Participant deferral / active EE | $3,266 | $7,071-53.8% | $9,131-64.2% | $4,296-24.0% |
| Admin fee / account holder | $7,010 | $10,483-33.1% | $13,901-49.6% | $6,918+1.3% |