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 | $91,104 | $80,717+12.9% | $154,803-41.1% | $84,808+7.4% |
| Participation rate | 35.9% | 66.8%-30.9pp | 78.1%-42.2pp | 68.3%-32.4pp |
| Annual return | 14.32% | 37.96%-23.6pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $29 | $2,761-99.0% | $4,305-99.3% | $2,631-98.9% |
| Participant deferral / active EE | $2,281 | $3,303-30.9% | $5,540-58.8% | $4,212-45.8% |
| Admin fee / account holder | $8,295 | $6,746+23.0% | $14,329-42.1% | $7,344+12.9% |