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 | $92,499 | $94,625-2.2% | $116,228-20.4% | $84,808+9.1% |
| Participation rate | 42.2% | 70.4%-28.2pp | 74.6%-32.3pp | 68.3%-26.1pp |
| Annual return | 13.96% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $431 | $2,347-81.6% | $2,994-85.6% | $2,631-83.6% |
| Participant deferral / active EE | $1,779 | $3,972-55.2% | $4,953-64.1% | $4,212-57.8% |
| Admin fee / account holder | $981 | $10,091-90.3% | $11,989-91.8% | $7,344-86.6% |