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 | $122,287 | $77,164+58.5% | $178,014-31.3% | $80,874+51.2% |
| Participation rate | 52.6% | 65.7%-13.1pp | 77.1%-24.5pp | 67.6%-15.0pp |
| Annual return | 12.00% | 18.09%-6.1pp | 294.80%-282.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $177 | $2,288-92.2% | $3,950-95.5% | $2,756-93.6% |
| Participant deferral / active EE | $1,768 | $4,408-59.9% | $6,276-71.8% | $4,297-58.9% |
| Admin fee / account holder | $10,857 | $7,164+51.6% | $10,362+4.8% | $6,935+56.6% |