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 | $114,644 | $65,395+75.3% | $182,532-37.2% | $72,985+57.1% |
| Participation rate | 38.5% | 65.4%-27.0pp | 78.0%-39.5pp | 69.5%-31.0pp |
| Annual return | 25.78% | 27.68%-1.9pp | 148.54%-122.8pp | 81.00%-55.2pp |
| Employer contribution / active EE | $283 | $1,911-85.2% | $4,076-93.1% | $2,440-88.4% |
| Participant deferral / active EE | $1,691 | $3,563-52.5% | $5,524-69.4% | $3,607-53.1% |
| Admin fee / account holder | $11,625 | $4,245+173.9% | $8,592+35.3% | $5,124+126.9% |