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 | $78,118 | $54,368+43.7% | $117,039-33.3% | $62,292+25.4% |
| Participation rate | 16.5% | 64.9%-48.4pp | 77.2%-60.7pp | 69.5%-53.0pp |
| Annual return | 15.71% | 21.77%-6.1pp | 18.95%-3.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $430 | $1,692-74.6% | $3,785-88.6% | $2,042-78.9% |
| Participant deferral / active EE | $1,114 | $2,269-50.9% | $3,929-71.7% | $3,169-64.9% |
| Admin fee / account holder | $2,824 | $493+472.3% | $5,974-52.7% | $479+489.1% |