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 | $98,644 | $73,933+33.4% | $96,683+2.0% | $75,163+31.2% |
| Participation rate | 43.2% | 66.4%-23.2pp | 74.3%-31.2pp | 67.2%-24.0pp |
| Annual return | 15.95% | 26.70%-10.8pp | 35.69%-19.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $452 | $2,928-84.6% | $3,737-87.9% | $2,670-83.1% |
| Participant deferral / active EE | $3,545 | $3,659-3.1% | $4,878-27.3% | $4,125-14.1% |
| Admin fee / account holder | $12,080 | $5,216+131.6% | $6,730+79.5% | $5,651+113.8% |