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 | $91,146 | $81,248+12.2% | $155,509-41.4% | $80,856+12.7% |
| Participation rate | 26.5% | 66.2%-39.7pp | 78.2%-51.7pp | 67.6%-41.1pp |
| Annual return | 12.06% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $195 | $3,100-93.7% | $4,672-95.8% | $2,755-92.9% |
| Participant deferral / active EE | $1,264 | $3,452-63.4% | $5,626-77.5% | $4,296-70.6% |
| Admin fee / account holder | $1,469 | $7,997-81.6% | $15,912-90.8% | $6,918-78.8% |