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 | $70,112 | $61,272+14.4% | $149,673-53.2% | $71,457-1.9% |
| Participation rate | 34.4% | 62.5%-28.1pp | 78.8%-44.4pp | 67.9%-33.5pp |
| Annual return | 15.68% | 35.85%-20.2pp | 134.42%-118.7pp | 28.85%-13.2pp |
| Employer contribution / active EE | $283 | $2,378-88.1% | $4,818-94.1% | $2,588-89.0% |
| Participant deferral / active EE | $1,501 | $2,917-48.5% | $5,680-73.6% | $4,289-65.0% |
| Admin fee / account holder | $1,575 | $1,261+24.9% | $13,210-88.1% | $1,587-0.8% |