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 | $92,362 | $73,933+24.9% | $96,683-4.5% | $75,163+22.9% |
| Participation rate | 47.9% | 66.4%-18.5pp | 74.3%-26.4pp | 67.2%-19.3pp |
| Annual return | 13.87% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $709 | $2,928-75.8% | $3,737-81.0% | $2,670-73.4% |
| Participant deferral / active EE | $3,310 | $3,659-9.5% | $4,878-32.2% | $4,125-19.8% |
| Admin fee / account holder | $550 | $5,216-89.5% | $6,730-91.8% | $5,651-90.3% |