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 | $154,459 | $82,978+86.1% | $129,995+18.8% | $71,457+116.2% |
| Participation rate | 39.3% | 74.1%-34.8pp | 78.5%-39.2pp | 67.9%-28.7pp |
| Annual return | 21.08% | 20.60%+0.5pp | -137.18%+158.3pp | 28.85%-7.8pp |
| Employer contribution / active EE | $198 | $2,622-92.5% | $4,320-95.4% | $2,588-92.4% |
| Participant deferral / active EE | $2,485 | $4,432-43.9% | $5,820-57.3% | $4,289-42.1% |
| Admin fee / account holder | $2,576 | $1,729+49.0% | $10,614-75.7% | $1,587+62.3% |