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 | $99,378 | $43,075+130.7% | $74,583+33.2% | $62,891+58.0% |
| Participation rate | 32.1% | 58.1%-25.9pp | 68.1%-36.0pp | 69.3%-37.2pp |
| Annual return | 9.48% | 17.50%-8.0pp | 20.47%-11.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $123 | $1,498-91.8% | $2,525-95.1% | $2,281-94.6% |
| Participant deferral / active EE | $1,552 | $2,389-35.1% | $3,458-55.1% | $3,203-51.6% |
| Admin fee / account holder | $907 | $2,840-68.1% | $4,138-78.1% | $4,296-78.9% |