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 | $106,751 | $78,926+35.3% | $136,749-21.9% | $84,808+25.9% |
| Participation rate | 69.8% | 62.2%+7.6pp | 72.1%-2.4pp | 68.3%+1.5pp |
| Annual return | 17.42% | 18.17%-0.8pp | 24.33%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $356 | $2,134-83.3% | $3,400-89.5% | $2,631-86.5% |
| Participant deferral / active EE | $6,375 | $3,168+101.2% | $4,692+35.9% | $4,212+51.4% |
| Admin fee / account holder | $20,609 | $6,369+223.6% | $11,386+81.0% | $7,344+180.6% |