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 | $95,843 | $80,968+18.4% | $96,544-0.7% | $75,163+27.5% |
| Participation rate | 29.8% | 71.8%-41.9pp | 76.0%-46.1pp | 67.2%-37.4pp |
| Annual return | 16.76% | 27.06%-10.3pp | 25.84%-9.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $299 | $2,282-86.9% | $2,965-89.9% | $2,670-88.8% |
| Participant deferral / active EE | $2,576 | $3,928-34.4% | $4,851-46.9% | $4,125-37.5% |
| Admin fee / account holder | $7,741 | $6,724+15.1% | $8,252-6.2% | $5,651+37.0% |