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 | $86,708 | $56,897+52.4% | $84,750+2.3% | $62,891+37.9% |
| Participation rate | 24.3% | 68.5%-44.2pp | 76.6%-52.3pp | 69.3%-45.0pp |
| Annual return | 4.83% | 6.30%-1.5pp | 22.78%-17.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $269 | $2,400-88.8% | $3,574-92.5% | $2,281-88.2% |
| Participant deferral / active EE | $1,351 | $2,709-50.1% | $3,712-63.6% | $3,203-57.8% |
| Admin fee / account holder | $2,923 | $3,581-18.4% | $5,332-45.2% | $4,296-32.0% |