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 | $116,661 | $71,057+64.2% | $93,654+24.6% | $80,874+44.3% |
| Participation rate | 37.0% | 60.4%-23.4pp | 68.7%-31.7pp | 67.6%-30.6pp |
| Annual return | 12.65% | 11.26%+1.4pp | 133.34%-120.7pp | 35.62%-23.0pp |
| Employer contribution / active EE | $332 | $1,564-78.8% | $2,421-86.3% | $2,756-87.9% |
| Participant deferral / active EE | $3,669 | $4,034-9.0% | $4,413-16.8% | $4,297-14.6% |
| Admin fee / account holder | $25,879 | $6,944+272.7% | $8,282+212.5% | $6,935+273.1% |