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 | $136,230 | $56,053+143.0% | $75,972+79.3% | $80,856+68.5% |
| Participation rate | 34.4% | 62.0%-27.7pp | 69.1%-34.7pp | 67.6%-33.3pp |
| Annual return | 15.23% | 20.53%-5.3pp | 359.55%-344.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $323 | $1,874-82.8% | $2,685-88.0% | $2,755-88.3% |
| Participant deferral / active EE | $3,846 | $3,052+26.0% | $4,255-9.6% | $4,296-10.5% |
| Admin fee / account holder | $24,335 | $5,234+365.0% | $6,467+276.3% | $6,918+251.8% |