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 | $115,332 | $63,764+80.9% | $81,930+40.8% | $79,858+44.4% |
| Participation rate | 58.7% | 67.5%-8.8pp | 72.0%-13.3pp | 69.6%-10.9pp |
| Annual return | 22.90% | 22.66%+0.2pp | 29.49%-6.6pp | 31.71%-8.8pp |
| Employer contribution / active EE | $141 | $1,795-92.2% | $4,310-96.7% | $2,471-94.3% |
| Participant deferral / active EE | $2,759 | $2,780-0.8% | $7,107-61.2% | $3,740-26.2% |
| Admin fee / account holder | $21,226 | $4,426+379.5% | $5,158+311.5% | $5,306+300.0% |