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 | $76,833 | $58,512+31.3% | $84,015-8.5% | $72,985+5.3% |
| Participation rate | 46.0% | 61.2%-15.3pp | 69.0%-23.0pp | 69.5%-23.5pp |
| Annual return | 17.27% | 28.93%-11.7pp | 71.31%-54.0pp | 81.00%-63.7pp |
| Employer contribution / active EE | $138 | $1,163-88.1% | $1,983-93.0% | $2,440-94.3% |
| Participant deferral / active EE | $2,155 | $2,394-10.0% | $3,239-33.5% | $3,607-40.3% |
| Admin fee / account holder | $4,710 | $4,569+3.1% | $6,101-22.8% | $5,124-8.1% |