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 | $143,657 | $98,750+45.5% | $149,696-4.0% | $79,858+79.9% |
| Participation rate | 62.7% | 75.8%-13.1pp | 82.5%-19.8pp | 69.6%-6.9pp |
| Annual return | 13.22% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $576 | $3,216-82.1% | $4,644-87.6% | $2,471-76.7% |
| Participant deferral / active EE | $4,779 | $5,680-15.9% | $6,842-30.2% | $3,740+27.8% |
| Admin fee / account holder | $4,483 | $6,053-25.9% | $9,309-51.8% | $5,306-15.5% |