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 | $96,879 | $76,050+27.4% | $96,544+0.3% | $71,457+35.6% |
| Participation rate | 42.2% | 74.4%-32.2pp | 76.0%-33.8pp | 67.9%-25.7pp |
| Annual return | 19.62% | 22.81%-3.2pp | 25.84%-6.2pp | 28.85%-9.2pp |
| Employer contribution / active EE | $245 | $2,244-89.1% | $2,965-91.7% | $2,588-90.5% |
| Participant deferral / active EE | $2,230 | $4,215-47.1% | $4,851-54.0% | $4,289-48.0% |
| Admin fee / account holder | $7,286 | $2,707+169.1% | $8,252-11.7% | $1,587+359.0% |