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 | $112,905 | $56,897+98.4% | $84,750+33.2% | $62,891+79.5% |
| Participation rate | 44.9% | 68.5%-23.6pp | 76.6%-31.7pp | 69.3%-24.4pp |
| Annual return | 6.75% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $335 | $2,400-86.0% | $3,574-90.6% | $2,281-85.3% |
| Participant deferral / active EE | $1,971 | $2,709-27.3% | $3,712-46.9% | $3,203-38.5% |
| Admin fee / account holder | $8,303 | $3,581+131.9% | $5,332+55.7% | $4,296+93.3% |