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 | $106,450 | $62,132+71.3% | $185,823-42.7% | $73,488+44.9% |
| Participation rate | 44.7% | 67.8%-23.1pp | 78.0%-33.3pp | 70.7%-26.0pp |
| Annual return | 15.41% | 20.44%-5.0pp | 35.95%-20.5pp | 28.51%-13.1pp |
| Employer contribution / active EE | $340 | $1,681-79.8% | $4,087-91.7% | $2,270-85.0% |
| Participant deferral / active EE | $3,249 | $3,711-12.5% | $5,632-42.3% | $3,740-13.1% |
| Admin fee / account holder | $5,948 | $419+1320.5% | $9,500-37.4% | $513+1059.3% |