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 | $109,245 | $89,753+21.7% | $107,525+1.6% | $84,808+28.8% |
| Participation rate | 67.0% | 68.1%-1.0pp | 75.1%-8.0pp | 68.3%-1.3pp |
| Annual return | 16.56% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $539 | $3,113-82.7% | $3,754-85.6% | $2,631-79.5% |
| Participant deferral / active EE | $3,961 | $4,056-2.4% | $5,116-22.6% | $4,212-6.0% |
| Admin fee / account holder | $1,983 | $7,222-72.5% | $8,919-77.8% | $7,344-73.0% |