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 | $116,675 | $81,460+43.2% | $103,333+12.9% | $80,856+44.3% |
| Participation rate | 67.0% | 66.8%+0.2pp | 74.5%-7.5pp | 67.6%-0.6pp |
| Annual return | 13.80% | 25.55%-11.7pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $649 | $3,105-79.1% | $3,868-83.2% | $2,755-76.4% |
| Participant deferral / active EE | $3,883 | $3,869+0.4% | $5,057-23.2% | $4,296-9.6% |
| Admin fee / account holder | $22,375 | $6,566+240.7% | $8,355+167.8% | $6,918+223.4% |