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 | $134,907 | $94,625+42.6% | $116,228+16.1% | $84,808+59.1% |
| Participation rate | 43.4% | 70.4%-27.1pp | 74.6%-31.2pp | 68.3%-24.9pp |
| Annual return | 13.39% | 20.40%-7.0pp | 90.06%-76.7pp | 40.90%-27.5pp |
| Employer contribution / active EE | $381 | $2,347-83.8% | $2,994-87.3% | $2,631-85.5% |
| Participant deferral / active EE | $3,173 | $3,972-20.1% | $4,953-35.9% | $4,212-24.7% |
| Admin fee / account holder | $8,307 | $10,091-17.7% | $11,989-30.7% | $7,344+13.1% |