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 | $105,552 | $56,897+85.5% | $84,750+24.5% | $62,891+67.8% |
| Participation rate | 47.5% | 68.5%-21.0pp | 76.6%-29.1pp | 69.3%-21.8pp |
| Annual return | 6.17% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $358 | $2,400-85.1% | $3,574-90.0% | $2,281-84.3% |
| Participant deferral / active EE | $2,059 | $2,709-24.0% | $3,712-44.5% | $3,203-35.7% |
| Admin fee / account holder | $9,027 | $3,581+152.1% | $5,332+69.3% | $4,296+110.2% |