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 | $125,455 | $59,839+109.7% | $81,983+53.0% | $79,858+57.1% |
| Participation rate | 23.9% | 61.6%-37.7pp | 69.2%-45.3pp | 69.6%-45.7pp |
| Annual return | 19.46% | 17.56%+1.9pp | 41.31%-21.9pp | 31.71%-12.3pp |
| Employer contribution / active EE | $134 | $1,713-92.2% | $2,498-94.6% | $2,471-94.6% |
| Participant deferral / active EE | $1,063 | $2,695-60.5% | $3,722-71.4% | $3,740-71.6% |
| Admin fee / account holder | $11,840 | $4,287+176.2% | $5,664+109.0% | $5,306+123.1% |