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 | $130,718 | $130,194+0.4% | $169,993-23.1% | $71,457+82.9% |
| Participation rate | 68.7% | 86.1%-17.4pp | 87.0%-18.3pp | 67.9%+0.8pp |
| Annual return | 26.22% | 20.37%+5.9pp | 53.37%-27.2pp | 28.85%-2.6pp |
| Employer contribution / active EE | $1,615 | $4,381-63.1% | $6,785-76.2% | $2,588-37.6% |
| Participant deferral / active EE | $5,379 | $6,923-22.3% | $10,408-48.3% | $4,289+25.4% |
| Admin fee / account holder | $3,197 | $966+231.1% | $12,815-75.0% | $1,587+101.4% |