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 | $88,385 | $71,516+23.6% | $98,439-10.2% | $71,457+23.7% |
| Participation rate | 40.5% | 72.7%-32.2pp | 75.2%-34.6pp | 67.9%-27.4pp |
| Annual return | 17.18% | 32.41%-15.2pp | 21.16%-4.0pp | 28.85%-11.7pp |
| Employer contribution / active EE | $420 | $2,399-82.5% | $3,048-86.2% | $2,588-83.8% |
| Participant deferral / active EE | $2,839 | $4,109-30.9% | $4,738-40.1% | $4,289-33.8% |
| Admin fee / account holder | $5,230 | $1,675+212.3% | $8,948-41.6% | $1,587+229.5% |