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 | $110,218 | $89,753+22.8% | $107,525+2.5% | $84,808+30.0% |
| Participation rate | 23.9% | 68.1%-44.1pp | 75.1%-51.1pp | 68.3%-44.4pp |
| Annual return | 17.16% | 29.48%-12.3pp | 181.32%-164.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $175 | $3,113-94.4% | $3,754-95.3% | $2,631-93.3% |
| Participant deferral / active EE | $1,939 | $4,056-52.2% | $5,116-62.1% | $4,212-53.9% |
| Admin fee / account holder | $1,078 | $7,222-85.1% | $8,919-87.9% | $7,344-85.3% |