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 | $109,647 | $65,365+67.7% | $92,893+18.0% | $72,985+50.2% |
| Participation rate | 50.6% | 68.3%-17.8pp | 76.0%-25.4pp | 69.5%-18.9pp |
| Annual return | 16.46% | 42.10%-25.6pp | 109.41%-93.0pp | 81.00%-64.5pp |
| Employer contribution / active EE | $282 | $2,594-89.1% | $3,653-92.3% | $2,440-88.4% |
| Participant deferral / active EE | $3,036 | $3,128-2.9% | $4,236-28.3% | $3,607-15.8% |
| Admin fee / account holder | $10,532 | $4,251+147.7% | $5,794+81.8% | $5,124+105.5% |