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 | $89,180 | $91,552-2.6% | $133,956-33.4% | $79,858+11.7% |
| Participation rate | 38.6% | 73.3%-34.7pp | 79.8%-41.2pp | 69.6%-31.0pp |
| Annual return | 12.98% | 61.85%-48.9pp | 45.09%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $324 | $2,384-86.4% | $3,919-91.7% | $2,471-86.9% |
| Participant deferral / active EE | $2,333 | $3,733-37.5% | $5,048-53.8% | $3,740-37.6% |
| Admin fee / account holder | $4,249 | $6,321-32.8% | $8,927-52.4% | $5,306-19.9% |