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 | $142,393 | $68,719+107.2% | $91,541+55.6% | $84,808+67.9% |
| Participation rate | 67.4% | 64.5%+2.9pp | 69.8%-2.4pp | 68.3%-0.9pp |
| Annual return | 12.94% | 19.12%-6.2pp | 20.50%-7.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $187 | $1,920-90.3% | $2,505-92.6% | $2,631-92.9% |
| Participant deferral / active EE | $4,865 | $3,136+55.1% | $4,008+21.4% | $4,212+15.5% |
| Admin fee / account holder | $8,121 | $5,786+40.3% | $6,956+16.7% | $7,344+10.6% |