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 | $135,212 | $80,717+67.5% | $154,803-12.7% | $84,808+59.4% |
| Participation rate | 16.2% | 66.8%-50.6pp | 78.1%-61.9pp | 68.3%-52.1pp |
| Annual return | 14.82% | 37.96%-23.1pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $230 | $2,761-91.7% | $4,305-94.7% | $2,631-91.3% |
| Participant deferral / active EE | $1,087 | $3,303-67.1% | $5,540-80.4% | $4,212-74.2% |
| Admin fee / account holder | $415 | $6,746-93.8% | $14,329-97.1% | $7,344-94.3% |