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 | $87,924 | $148,978-41.0% | $200,582-56.2% | $84,808+3.7% |
| Participation rate | 64.6% | 84.2%-19.6pp | 86.9%-22.3pp | 68.3%-3.7pp |
| Annual return | 15.29% | 28.16%-12.9pp | 42.33%-27.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,144 | $4,815-76.2% | $6,419-82.2% | $2,631-56.5% |
| Participant deferral / active EE | $3,489 | $7,142-51.2% | $9,331-62.6% | $4,212-17.2% |
| Admin fee / account holder | $1,434 | $13,977-89.7% | $16,305-91.2% | $7,344-80.5% |