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 | $132,252 | $89,355+48.0% | $141,162-6.3% | $72,985+81.2% |
| Participation rate | 63.6% | 75.1%-11.5pp | 82.5%-18.8pp | 69.5%-5.8pp |
| Annual return | 23.65% | 111.85%-88.2pp | 71.39%-47.7pp | 81.00%-57.4pp |
| Employer contribution / active EE | $547 | $3,114-82.4% | $4,735-88.4% | $2,440-77.6% |
| Participant deferral / active EE | $5,310 | $5,418-2.0% | $6,709-20.9% | $3,607+47.2% |
| Admin fee / account holder | $1,613 | $5,958-72.9% | $10,261-84.3% | $5,124-68.5% |