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 | $124,921 | $76,367+63.6% | $93,606+33.5% | $72,985+71.2% |
| Participation rate | 47.7% | 71.7%-24.0pp | 75.8%-28.1pp | 69.5%-21.8pp |
| Annual return | 26.02% | 25.82%+0.2pp | 32.76%-6.7pp | 81.00%-55.0pp |
| Employer contribution / active EE | $350 | $2,275-84.6% | $2,718-87.1% | $2,440-85.6% |
| Participant deferral / active EE | $1,858 | $3,538-47.5% | $4,069-54.3% | $3,607-48.5% |
| Admin fee / account holder | $1,736 | $6,838-74.6% | $7,888-78.0% | $5,124-66.1% |