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 | $162,036 | $87,870+84.4% | $113,168+43.2% | $74,304+118.1% |
| Participation rate | 44.4% | 70.7%-26.3pp | 76.6%-32.1pp | 60.3%-15.9pp |
| Annual return | 37.40% | 26.44%+11.0pp | 24.27%+13.1pp | 29.43%+8.0pp |
| Employer contribution / active EE | $410 | $2,277-82.0% | $2,975-86.2% | $2,241-81.7% |
| Participant deferral / active EE | $2,938 | $4,241-30.7% | $5,107-42.5% | $3,767-22.0% |
| Admin fee / account holder | $9,347 | $3,368+177.5% | $12,068-22.5% | $2,969+214.9% |