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 | $116,463 | $84,556+37.7% | $116,228+0.2% | $74,304+56.7% |
| Participation rate | 33.9% | 66.0%-32.1pp | 74.6%-40.6pp | 60.3%-26.4pp |
| Annual return | 13.30% | 18.35%-5.1pp | 90.06%-76.8pp | 29.43%-16.1pp |
| Employer contribution / active EE | $512 | $2,168-76.4% | $2,994-82.9% | $2,241-77.2% |
| Participant deferral / active EE | $2,936 | $3,814-23.0% | $4,953-40.7% | $3,767-22.1% |
| Admin fee / account holder | $1,133 | $3,792-70.1% | $11,989-90.5% | $2,969-61.8% |