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 | $81,909 | $53,053+54.4% | $126,539-35.3% | $74,304+10.2% |
| Participation rate | 42.3% | 48.0%-5.7pp | 69.8%-27.5pp | 60.3%-18.1pp |
| Annual return | 14.89% | 29.46%-14.6pp | 425.95%-411.1pp | 29.43%-14.5pp |
| Employer contribution / active EE | $100 | $1,168-91.5% | $3,674-97.3% | $2,241-95.6% |
| Participant deferral / active EE | $1,288 | $2,303-44.1% | $4,083-68.4% | $3,767-65.8% |
| Admin fee / account holder | $20,981 | $3,698+467.4% | $6,065+246.0% | $2,969+606.7% |