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 | $92,661 | $60,349+53.5% | $74,183+24.9% | $62,891+47.3% |
| Participation rate | 53.2% | 72.7%-19.5pp | 76.6%-23.4pp | 69.3%-16.1pp |
| Annual return | 7.12% | 21.37%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $4 | $1,680-99.8% | $2,370-99.8% | $2,281-99.8% |
| Participant deferral / active EE | $2,236 | $2,856-21.7% | $3,550-37.0% | $3,203-30.2% |
| Admin fee / account holder | $6,002 | $4,261+40.9% | $5,586+7.5% | $4,296+39.7% |