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 | $88,089 | $65,365+34.8% | $92,893-5.2% | $72,985+20.7% |
| Participation rate | 27.6% | 68.3%-40.7pp | 76.0%-48.4pp | 69.5%-41.9pp |
| Annual return | 23.16% | 42.10%-18.9pp | 109.41%-86.3pp | 81.00%-57.8pp |
| Employer contribution / active EE | $579 | $2,594-77.7% | $3,653-84.2% | $2,440-76.3% |
| Participant deferral / active EE | $1,691 | $3,128-46.0% | $4,236-60.1% | $3,607-53.1% |
| Admin fee / account holder | $6,884 | $4,251+61.9% | $5,794+18.8% | $5,124+34.3% |