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 | $119,978 | $71,050+68.9% | $93,606+28.2% | $80,856+48.4% |
| Participation rate | 44.7% | 60.4%-15.7pp | 68.7%-24.0pp | 67.6%-23.0pp |
| Annual return | 18.36% | 11.26%+7.1pp | 133.20%-114.8pp | 35.59%-17.2pp |
| Employer contribution / active EE | $306 | $1,564-80.4% | $2,420-87.3% | $2,755-88.9% |
| Participant deferral / active EE | $1,830 | $4,034-54.6% | $4,411-58.5% | $4,296-57.4% |
| Admin fee / account holder | $2,117 | $6,945-69.5% | $8,285-74.4% | $6,918-69.4% |