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 | $76,668 | $53,127+44.3% | $86,590-11.5% | $70,131+9.3% |
| Participation rate | 27.5% | 65.3%-37.8pp | 73.5%-46.0pp | 69.5%-42.0pp |
| Annual return | 13.96% | 27.66%-13.7pp | 964.84%-950.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,838 | $2,696+5.3% | $3,609-21.3% | $3,332-14.8% |
| Admin fee / account holder | $304 | $3,585-91.5% | $4,906-93.8% | $4,645-93.5% |