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 | $134,157 | $76,050+76.4% | $96,544+39.0% | $71,457+87.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 76.0%-9.3pp | 67.9%-1.3pp |
| Annual return | 16.57% | 22.81%-6.2pp | 25.84%-9.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $720 | $2,244-67.9% | $2,965-75.7% | $2,588-72.2% |
| Participant deferral / active EE | $5,564 | $4,215+32.0% | $4,851+14.7% | $4,289+29.7% |
| Admin fee / account holder | $11,548 | $2,707+326.6% | $8,252+39.9% | $1,587+627.5% |