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 | $116,470 | $89,753+29.8% | $107,525+8.3% | $84,808+37.3% |
| Participation rate | 55.0% | 68.1%-13.1pp | 75.1%-20.1pp | 68.3%-13.3pp |
| Annual return | 14.01% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $770 | $3,113-75.3% | $3,754-79.5% | $2,631-70.7% |
| Participant deferral / active EE | $5,079 | $4,056+25.2% | $5,116-0.7% | $4,212+20.6% |
| Admin fee / account holder | $2,407 | $7,222-66.7% | $8,919-73.0% | $7,344-67.2% |