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 | $102,783 | $64,480+59.4% | $81,382+26.3% | $80,856+27.1% |
| Participation rate | 47.0% | 63.9%-16.9pp | 69.5%-22.5pp | 67.6%-20.7pp |
| Annual return | 17.20% | 16.34%+0.9pp | 24.73%-7.5pp | 35.59%-18.4pp |
| Employer contribution / active EE | $291 | $1,978-85.3% | $2,463-88.2% | $2,755-89.4% |
| Participant deferral / active EE | $2,210 | $3,094-28.5% | $3,883-43.1% | $4,296-48.5% |
| Admin fee / account holder | $1,091 | $5,671-80.8% | $5,768-81.1% | $6,918-84.2% |