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 | $77,289 | $72,277+6.9% | $101,248-23.7% | $79,858-3.2% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 23.16% | 22.30%+0.9pp | 46.47%-23.3pp | 31.71%-8.6pp |
| Employer contribution / active EE | $90 | $2,692-96.7% | $3,660-97.5% | $2,471-96.4% |
| Participant deferral / active EE | $1,566 | $3,282-52.3% | $4,370-64.2% | $3,740-58.1% |
| Admin fee / account holder | $685 | $4,400-84.4% | $5,945-88.5% | $5,306-87.1% |