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 | $135,862 | $148,978-8.8% | $200,582-32.3% | $84,808+60.2% |
| Participation rate | 65.5% | 84.2%-18.7pp | 86.9%-21.4pp | 68.3%-2.8pp |
| Annual return | 16.78% | 28.16%-11.4pp | 42.33%-25.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $151 | $4,815-96.9% | $6,419-97.6% | $2,631-94.3% |
| Participant deferral / active EE | $5,971 | $7,142-16.4% | $9,331-36.0% | $4,212+41.8% |
| Admin fee / account holder | $15,107 | $13,977+8.1% | $16,305-7.3% | $7,344+105.7% |