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 | $91,374 | $56,897+60.6% | $84,750+7.8% | $62,891+45.3% |
| Participation rate | 47.1% | 68.5%-21.5pp | 76.6%-29.5pp | 69.3%-22.2pp |
| Annual return | 6.85% | 6.30%+0.5pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $381 | $2,400-84.1% | $3,574-89.3% | $2,281-83.3% |
| Participant deferral / active EE | $2,908 | $2,709+7.3% | $3,712-21.7% | $3,203-9.2% |
| Admin fee / account holder | $2,066 | $3,581-42.3% | $5,332-61.3% | $4,296-51.9% |