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 | $125,023 | $109,881+13.8% | $150,045-16.7% | $84,808+47.4% |
| Participation rate | 58.2% | 76.1%-17.9pp | 82.3%-24.2pp | 68.3%-10.1pp |
| Annual return | 17.21% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $658 | $3,561-81.5% | $4,693-86.0% | $2,631-75.0% |
| Participant deferral / active EE | $4,288 | $6,636-35.4% | $7,997-46.4% | $4,212+1.8% |
| Admin fee / account holder | $18,774 | $8,568+119.1% | $13,435+39.7% | $7,344+155.6% |