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 | $91,365 | $65,365+39.8% | $92,893-1.6% | $72,985+25.2% |
| Participation rate | 22.9% | 68.3%-45.4pp | 76.0%-53.1pp | 69.5%-46.6pp |
| Annual return | 23.75% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $438 | $2,594-83.1% | $3,653-88.0% | $2,440-82.0% |
| Participant deferral / active EE | $1,716 | $3,128-45.2% | $4,236-59.5% | $3,607-52.4% |
| Admin fee / account holder | $2,818 | $4,251-33.7% | $5,794-51.4% | $5,124-45.0% |