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 | $120,148 | $56,277+113.5% | $80,975+48.4% | $62,891+91.0% |
| Participation rate | 42.2% | 69.0%-26.7pp | 75.8%-33.6pp | 69.3%-27.1pp |
| Annual return | 6.83% | 22.12%-15.3pp | 17.10%-10.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $252 | $1,943-87.0% | $3,714-93.2% | $2,281-88.9% |
| Participant deferral / active EE | $5,087 | $4,195+21.3% | $5,696-10.7% | $3,203+58.8% |
| Admin fee / account holder | $1,938 | $3,741-48.2% | $5,516-64.9% | $4,296-54.9% |