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 | $105,908 | $81,208+30.4% | $98,907+7.1% | $79,858+32.6% |
| Participation rate | 44.4% | 72.5%-28.1pp | 76.0%-31.6pp | 69.6%-25.2pp |
| Annual return | 16.54% | 60.99%-44.5pp | 196.43%-179.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $391 | $1,960-80.0% | $2,689-85.5% | $2,471-84.2% |
| Participant deferral / active EE | $1,669 | $3,265-48.9% | $4,244-60.7% | $3,740-55.4% |
| Admin fee / account holder | $1,951 | $6,013-67.5% | $6,642-70.6% | $5,306-63.2% |