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 | $103,680 | $71,057+45.9% | $93,654+10.7% | $80,874+28.2% |
| Participation rate | 52.1% | 60.4%-8.3pp | 68.7%-16.6pp | 67.6%-15.5pp |
| Annual return | 14.25% | 11.26%+3.0pp | 133.34%-119.1pp | 35.62%-21.4pp |
| Employer contribution / active EE | $340 | $1,564-78.3% | $2,421-86.0% | $2,756-87.7% |
| Participant deferral / active EE | $1,991 | $4,034-50.7% | $4,413-54.9% | $4,297-53.7% |
| Admin fee / account holder | $3,189 | $6,944-54.1% | $8,282-61.5% | $6,935-54.0% |