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 | $79,663 | $66,098+20.5% | $101,794-21.7% | $74,304+7.2% |
| Participation rate | 37.3% | 53.8%-16.5pp | 69.2%-31.9pp | 60.3%-23.1pp |
| Annual return | 16.09% | 19.59%-3.5pp | 30.53%-14.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $164 | $1,082-84.9% | $2,289-92.9% | $2,241-92.7% |
| Participant deferral / active EE | $3,307 | $2,781+18.9% | $4,084-19.0% | $3,767-12.2% |
| Admin fee / account holder | $4,758 | $4,146+14.8% | $8,777-45.8% | $2,969+60.3% |