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 | $92,016 | $51,045+80.3% | $70,515+30.5% | $71,457+28.8% |
| Participation rate | 35.1% | 59.4%-24.3pp | 68.3%-33.2pp | 67.9%-32.8pp |
| Annual return | 21.84% | 42.63%-20.8pp | 32.77%-10.9pp | 28.85%-7.0pp |
| Employer contribution / active EE | $218 | $1,790-87.8% | $2,973-92.7% | $2,588-91.6% |
| Participant deferral / active EE | $1,968 | $3,026-35.0% | $4,567-56.9% | $4,289-54.1% |
| Admin fee / account holder | $2,741 | $1,994+37.5% | $6,412-57.3% | $1,587+72.7% |