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 | $75,696 | $65,365+15.8% | $92,893-18.5% | $72,985+3.7% |
| Participation rate | 33.0% | 68.3%-35.3pp | 76.0%-43.0pp | 69.5%-36.5pp |
| Annual return | 20.43% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $272 | $2,594-89.5% | $3,653-92.5% | $2,440-88.8% |
| Participant deferral / active EE | $2,933 | $3,128-6.2% | $4,236-30.8% | $3,607-18.7% |
| Admin fee / account holder | $36,574 | $4,251+760.3% | $5,794+531.3% | $5,124+613.7% |