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 | $110,652 | $66,098+67.4% | $101,794+8.7% | $74,304+48.9% |
| Participation rate | 32.1% | 53.8%-21.6pp | 69.2%-37.0pp | 60.3%-28.2pp |
| Annual return | 13.00% | 19.59%-6.6pp | 30.53%-17.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $179 | $1,082-83.5% | $2,289-92.2% | $2,241-92.0% |
| Participant deferral / active EE | $1,217 | $2,781-56.2% | $4,084-70.2% | $3,767-67.7% |
| Admin fee / account holder | $35,305 | $4,146+751.6% | $8,777+302.2% | $2,969+1089.2% |