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 | $86,577 | $118,450-26.9% | $98,439-12.1% | $139,434-37.9% |
| Participation rate | 27.3% | 77.4%-50.2pp | 75.2%-47.9pp | 80.3%-53.0pp |
| Annual return | 9.52% | 18.94%-9.4pp | 21.16%-11.6pp | 372.94%-363.4pp |
| Employer contribution / active EE | $451 | $3,609-87.5% | $3,048-85.2% | $4,751-90.5% |
| Participant deferral / active EE | $1,504 | $5,392-72.1% | $4,738-68.3% | $6,710-77.6% |
| Admin fee / account holder | $15,910 | $14,026+13.4% | $8,948+77.8% | $11,403+39.5% |