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 | $87,855 | $56,114+56.6% | $96,139-8.6% | $85,850+2.3% |
| Participation rate | 22.5% | 56.7%-34.2pp | 68.4%-45.9pp | 69.3%-46.8pp |
| Annual return | 15.86% | 42.30%-26.4pp | 191.94%-176.1pp | 318.53%-302.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,970 | $2,859+38.8% | $4,349-8.7% | $3,952+0.5% |
| Admin fee / account holder | $4,077 | $3,768+8.2% | $5,537-26.4% | $6,260-34.9% |