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 | $110,626 | $89,355+23.8% | $141,162-21.6% | $72,985+51.6% |
| Participation rate | 28.3% | 75.1%-46.8pp | 82.5%-54.1pp | 69.5%-41.2pp |
| Annual return | 20.44% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,957 | $5,418-45.4% | $6,709-55.9% | $3,607-18.0% |
| Admin fee / account holder | $4,750 | $5,958-20.3% | $10,261-53.7% | $5,124-7.3% |