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 | $142,237 | $89,753+58.5% | $107,525+32.3% | $84,808+67.7% |
| Participation rate | 33.7% | 68.1%-34.4pp | 75.1%-41.4pp | 68.3%-34.6pp |
| Annual return | 14.81% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $397 | $3,113-87.2% | $3,754-89.4% | $2,631-84.9% |
| Participant deferral / active EE | $3,637 | $4,056-10.3% | $5,116-28.9% | $4,212-13.6% |
| Admin fee / account holder | $3,473 | $7,222-51.9% | $8,919-61.1% | $7,344-52.7% |