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 | $108,528 | $76,367+42.1% | $93,606+15.9% | $72,985+48.7% |
| Participation rate | 37.8% | 71.7%-34.0pp | 75.8%-38.1pp | 69.5%-31.7pp |
| Annual return | 26.29% | 25.82%+0.5pp | 32.76%-6.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $241 | $2,275-89.4% | $2,718-91.1% | $2,440-90.1% |
| Participant deferral / active EE | $3,226 | $3,538-8.8% | $4,069-20.7% | $3,607-10.6% |
| Admin fee / account holder | $17,212 | $6,838+151.7% | $7,888+118.2% | $5,124+235.9% |