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 | $80,890 | $58,512+38.2% | $84,015-3.7% | $72,985+10.8% |
| Participation rate | 40.3% | 61.2%-20.9pp | 69.0%-28.7pp | 69.5%-29.2pp |
| Annual return | 37.59% | 28.93%+8.7pp | 71.31%-33.7pp | 81.00%-43.4pp |
| Employer contribution / active EE | $173 | $1,163-85.2% | $1,983-91.3% | $2,440-92.9% |
| Participant deferral / active EE | $1,802 | $2,394-24.7% | $3,239-44.4% | $3,607-50.1% |
| Admin fee / account holder | $1,453 | $4,569-68.2% | $6,101-76.2% | $5,124-71.6% |