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 | $99,363 | $61,660+61.1% | $80,019+24.2% | $64,186+54.8% |
| Participation rate | 31.6% | 71.7%-40.1pp | 75.8%-44.3pp | 69.6%-38.0pp |
| Annual return | 12.35% | -0.33%+12.7pp | 11.22%+1.1pp | 7.63%+4.7pp |
| Employer contribution / active EE | $346 | $1,810-80.9% | $2,468-86.0% | $2,381-85.5% |
| Participant deferral / active EE | $2,298 | $2,968-22.5% | $3,686-37.6% | $3,470-33.8% |
| Admin fee / account holder | $5,577 | $5,417+3.0% | $6,521-14.5% | $4,888+14.1% |