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 | $113,073 | $54,705+106.7% | $71,209+58.8% | $84,808+33.3% |
| Participation rate | 45.0% | 64.1%-19.1pp | 73.8%-28.8pp | 68.3%-23.3pp |
| Annual return | 14.15% | 35.90%-21.7pp | 282.51%-268.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $78 | $2,158-96.4% | $2,721-97.1% | $2,631-97.0% |
| Participant deferral / active EE | $2,611 | $3,030-13.9% | $4,175-37.5% | $4,212-38.0% |
| Admin fee / account holder | $566 | $4,863-88.4% | $5,349-89.4% | $7,344-92.3% |