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 | $112,243 | $64,480+74.1% | $81,382+37.9% | $80,856+38.8% |
| Participation rate | 63.2% | 63.9%-0.7pp | 69.5%-6.3pp | 67.6%-4.5pp |
| Annual return | 14.10% | 16.34%-2.2pp | 24.73%-10.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $156 | $1,978-92.1% | $2,463-93.6% | $2,755-94.3% |
| Participant deferral / active EE | $3,652 | $3,094+18.1% | $3,883-5.9% | $4,296-15.0% |
| Admin fee / account holder | $2,531 | $5,671-55.4% | $5,768-56.1% | $6,918-63.4% |