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 | $85,889 | $60,349+42.3% | $74,183+15.8% | $62,891+36.6% |
| Participation rate | 65.6% | 72.7%-7.1pp | 76.6%-11.0pp | 69.3%-3.7pp |
| Annual return | 7.61% | 21.37%-13.8pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $235 | $1,680-86.0% | $2,370-90.1% | $2,281-89.7% |
| Participant deferral / active EE | $2,350 | $2,856-17.7% | $3,550-33.8% | $3,203-26.6% |
| Admin fee / account holder | $753 | $4,261-82.3% | $5,586-86.5% | $4,296-82.5% |