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 | $124,453 | $59,101+110.6% | $77,163+61.3% | $75,163+65.6% |
| Participation rate | 58.1% | 63.9%-5.8pp | 69.6%-11.5pp | 67.2%-9.1pp |
| Annual return | 22.08% | 26.71%-4.6pp | 37.87%-15.8pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2 | $1,995-99.9% | $2,535-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $5,734 | $2,999+91.2% | $3,833+49.6% | $4,125+39.0% |
| Admin fee / account holder | $8,570 | $4,774+79.5% | $5,472+56.6% | $5,651+51.7% |