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 | $91,166 | $91,019+0.2% | $392,568-76.8% | $72,985+24.9% |
| Participation rate | 45.2% | 74.4%-29.1pp | 78.1%-32.8pp | 69.5%-24.2pp |
| Annual return | 28.15% | 20.00%+8.1pp | 24.42%+3.7pp | 81.00%-52.9pp |
| Employer contribution / active EE | $553 | $2,751-79.9% | $3,783-85.4% | $2,440-77.3% |
| Participant deferral / active EE | $2,252 | $4,570-50.7% | $5,985-62.4% | $3,607-37.6% |
| Admin fee / account holder | $491 | $4,895-90.0% | $6,260-92.2% | $5,124-90.4% |