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 | $130,063 | $72,492+79.4% | $87,100+49.3% | $72,985+78.2% |
| Participation rate | 60.8% | 72.8%-12.0pp | 76.9%-16.1pp | 69.5%-8.7pp |
| Annual return | 20.57% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,037 | $3,270+84.6% | $4,049+49.1% | $3,607+67.3% |
| Admin fee / account holder | $2,755 | $5,055-45.5% | $7,497-63.3% | $5,124-46.2% |