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 | $95,585 | $59,584+60.4% | $86,874+10.0% | $79,386+20.4% |
| Participation rate | 53.9% | 67.7%-13.7pp | 71.6%-17.7pp | 70.7%-16.8pp |
| Annual return | 14.20% | 23.15%-9.0pp | 63.52%-49.3pp | 116.85%-102.7pp |
| Employer contribution / active EE | $351 | $1,768-80.1% | $2,495-85.9% | $2,427-85.5% |
| Participant deferral / active EE | $2,163 | $3,036-28.8% | $3,699-41.5% | $4,046-46.5% |
| Admin fee / account holder | $9,236 | $604+1428.6% | $5,828+58.5% | $626+1374.3% |