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 | $108,904 | $91,552+19.0% | $133,956-18.7% | $79,858+36.4% |
| Participation rate | 69.0% | 73.3%-4.3pp | 79.8%-10.8pp | 69.6%-0.6pp |
| Annual return | 16.57% | 61.85%-45.3pp | 45.09%-28.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,979 | $3,733-47.0% | $5,048-60.8% | $3,740-47.1% |
| Admin fee / account holder | $8,458 | $6,321+33.8% | $8,927-5.3% | $5,306+59.4% |