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 | $128,512 | $106,515+20.7% | $96,683+32.9% | $139,434-7.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 12.53% | 38.43%-25.9pp | 35.69%-23.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $592 | $4,103-85.6% | $3,737-84.2% | $4,751-87.5% |
| Participant deferral / active EE | $5,781 | $5,454+6.0% | $4,878+18.5% | $6,710-13.8% |
| Admin fee / account holder | $16,789 | $7,877+113.1% | $6,730+149.5% | $11,403+47.2% |