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 | $86,925 | $58,512+48.6% | $84,015+3.5% | $72,985+19.1% |
| Participation rate | 31.4% | 61.2%-29.8pp | 69.0%-37.6pp | 69.5%-38.1pp |
| Annual return | 22.66% | 28.93%-6.3pp | 71.31%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,344 | $2,394-43.9% | $3,239-58.5% | $3,607-62.7% |
| Admin fee / account holder | $1,491 | $4,569-67.4% | $6,101-75.6% | $5,124-70.9% |