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 | $115,379 | $55,706+107.1% | $75,886+52.0% | $72,985+58.1% |
| Participation rate | 26.7% | 61.1%-34.5pp | 69.3%-42.6pp | 69.5%-42.8pp |
| Annual return | 25.33% | 27.59%-2.3pp | 30.76%-5.4pp | 81.00%-55.7pp |
| Employer contribution / active EE | $174 | $1,687-89.7% | $2,500-93.0% | $2,440-92.8% |
| Participant deferral / active EE | $1,506 | $2,634-42.8% | $3,603-58.2% | $3,607-58.3% |
| Admin fee / account holder | $11,297 | $3,978+184.0% | $5,418+108.5% | $5,124+120.4% |