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 | $124,743 | $95,803+30.2% | $113,168+10.2% | $84,808+47.1% |
| Participation rate | 64.7% | 72.9%-8.2pp | 76.6%-11.9pp | 68.3%-3.6pp |
| Annual return | 13.44% | 25.00%-11.6pp | 24.27%-10.8pp | 40.90%-27.5pp |
| Employer contribution / active EE | $682 | $2,360-71.1% | $2,975-77.1% | $2,631-74.1% |
| Participant deferral / active EE | $3,858 | $4,242-9.1% | $5,107-24.5% | $4,212-8.4% |
| Admin fee / account holder | $22,511 | $8,989+150.4% | $12,068+86.5% | $7,344+206.5% |