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 | $122,480 | $117,983+3.8% | $101,794+20.3% | $142,382-14.0% |
| Participation rate | 41.7% | 74.2%-32.6pp | 69.2%-27.5pp | 80.1%-38.5pp |
| Annual return | 10.64% | 36.92%-26.3pp | 30.53%-19.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $29 | $2,773-98.9% | $2,289-98.7% | $4,299-99.3% |
| Participant deferral / active EE | $6,192 | $4,714+31.4% | $4,084+51.6% | $6,507-4.8% |
| Admin fee / account holder | $5,832 | $10,433-44.1% | $8,777-33.6% | $12,624-53.8% |