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 | $95,028 | $72,492+31.1% | $87,100+9.1% | $72,985+30.2% |
| Participation rate | 63.2% | 72.8%-9.7pp | 76.9%-13.7pp | 69.5%-6.3pp |
| Annual return | 20.81% | 24.46%-3.6pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,655 | $3,270+42.4% | $4,049+15.0% | $3,607+29.0% |
| Admin fee / account holder | $12,437 | $5,055+146.0% | $7,497+65.9% | $5,124+142.7% |