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 | $103,634 | $74,927+38.3% | $101,794+1.8% | $84,808+22.2% |
| Participation rate | 49.4% | 61.4%-12.1pp | 69.2%-19.8pp | 68.3%-19.0pp |
| Annual return | 15.58% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $337 | $1,522-77.9% | $2,289-85.3% | $2,631-87.2% |
| Participant deferral / active EE | $3,563 | $3,099+15.0% | $4,084-12.7% | $4,212-15.4% |
| Admin fee / account holder | $2,082 | $6,514-68.0% | $8,777-76.3% | $7,344-71.7% |