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 | $114,360 | $65,395+74.9% | $182,532-37.3% | $72,985+56.7% |
| Participation rate | 54.3% | 65.4%-11.2pp | 78.0%-23.7pp | 69.5%-15.2pp |
| Annual return | 22.75% | 27.68%-4.9pp | 148.54%-125.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,519 | $3,563+26.9% | $5,524-18.2% | $3,607+25.3% |
| Admin fee / account holder | $1,365 | $4,245-67.8% | $8,592-84.1% | $5,124-73.4% |