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 | $80,601 | $73,933+9.0% | $96,683-16.6% | $75,163+7.2% |
| Participation rate | 26.8% | 66.4%-39.6pp | 74.3%-47.6pp | 67.2%-40.4pp |
| Annual return | 13.60% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $624 | $2,928-78.7% | $3,737-83.3% | $2,670-76.6% |
| Participant deferral / active EE | $1,567 | $3,659-57.2% | $4,878-67.9% | $4,125-62.0% |
| Admin fee / account holder | $389 | $5,216-92.5% | $6,730-94.2% | $5,651-93.1% |