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 | $92,417 | $79,944+15.6% | $98,439-6.1% | $75,163+23.0% |
| Participation rate | 57.5% | 70.4%-12.9pp | 75.2%-17.7pp | 67.2%-9.7pp |
| Annual return | 17.44% | 19.75%-2.3pp | 21.16%-3.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $316 | $2,264-86.0% | $3,048-89.6% | $2,670-88.2% |
| Participant deferral / active EE | $2,654 | $3,752-29.3% | $4,738-44.0% | $4,125-35.7% |
| Admin fee / account holder | $12,740 | $6,840+86.3% | $8,948+42.4% | $5,651+125.4% |