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 | $81,096 | $70,428+15.1% | $96,562-16.0% | $85,850-5.5% |
| Participation rate | 68.4% | 61.8%+6.6pp | 69.8%-1.4pp | 69.3%-0.9pp |
| Annual return | 19.37% | 18.59%+0.8pp | 37.78%-18.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $262 | $1,413-81.5% | $2,356-88.9% | $2,565-89.8% |
| Participant deferral / active EE | $1,480 | $2,894-48.8% | $3,849-61.5% | $3,952-62.5% |
| Admin fee / account holder | $7,874 | $4,997+57.6% | $6,181+27.4% | $6,260+25.8% |