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 | $103,350 | $89,753+15.1% | $107,525-3.9% | $84,808+21.9% |
| Participation rate | 38.6% | 68.1%-29.4pp | 75.1%-36.4pp | 68.3%-29.7pp |
| Annual return | 14.92% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $637 | $3,113-79.5% | $3,754-83.0% | $2,631-75.8% |
| Participant deferral / active EE | $3,674 | $4,056-9.4% | $5,116-28.2% | $4,212-12.8% |
| Admin fee / account holder | $26,999 | $7,222+273.8% | $8,919+202.7% | $7,344+267.6% |