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 | $92,892 | $88,672+4.8% | $105,223-11.7% | $82,448+12.7% |
| Participation rate | 37.2% | 67.9%-30.7pp | 75.0%-37.9pp | 68.1%-30.9pp |
| Annual return | 14.28% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $525 | $3,048-82.8% | $3,689-85.8% | $2,551-79.4% |
| Participant deferral / active EE | $1,918 | $4,036-52.5% | $5,072-62.2% | $4,139-53.7% |
| Admin fee / account holder | $2,028 | $7,146-71.6% | $8,859-77.1% | $7,234-72.0% |