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 | $88,772 | $71,050+24.9% | $93,606-5.2% | $80,856+9.8% |
| Participation rate | 68.1% | 60.4%+7.7pp | 68.7%-0.6pp | 67.6%+0.4pp |
| Annual return | 15.98% | 11.26%+4.7pp | 133.20%-117.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $324 | $1,564-79.3% | $2,420-86.6% | $2,755-88.2% |
| Participant deferral / active EE | $3,590 | $4,034-11.0% | $4,411-18.6% | $4,296-16.4% |
| Admin fee / account holder | $6,717 | $6,945-3.3% | $8,285-18.9% | $6,918-2.9% |