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 | $88,250 | $76,407+15.5% | $150,298-41.3% | $82,448+7.0% |
| Participation rate | 20.6% | 66.4%-45.8pp | 77.8%-57.2pp | 68.1%-47.5pp |
| Annual return | 19.61% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $270 | $2,614-89.7% | $4,154-93.5% | $2,551-89.4% |
| Participant deferral / active EE | $1,614 | $3,214-49.8% | $5,453-70.4% | $4,139-61.0% |
| Admin fee / account holder | $4,622 | $6,352-27.2% | $14,116-67.3% | $7,234-36.1% |