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 | $88,252 | $109,359-19.3% | $162,163-45.6% | $72,985+20.9% |
| Participation rate | 59.1% | 84.3%-25.1pp | 87.6%-28.4pp | 69.5%-10.3pp |
| Annual return | 21.81% | 25.46%-3.6pp | 115.59%-93.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $805 | $3,907-79.4% | $5,614-85.7% | $2,440-67.0% |
| Participant deferral / active EE | $4,268 | $5,481-22.1% | $7,298-41.5% | $3,607+18.3% |
| Admin fee / account holder | $1,845 | $7,972-76.9% | $10,843-83.0% | $5,124-64.0% |