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 | $83,901 | $74,888+12.0% | $71,209+17.8% | $142,382-41.1% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.8%-59.5pp | 80.1%-65.8pp |
| Annual return | 17.57% | 345.14%-327.6pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $352 | $2,854-87.7% | $2,721-87.1% | $4,299-91.8% |
| Participant deferral / active EE | $1,679 | $4,454-62.3% | $4,175-59.8% | $6,507-74.2% |
| Admin fee / account holder | $5,409 | $5,568-2.9% | $5,349+1.1% | $12,624-57.2% |