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 | $120,859 | $60,892+98.5% | $82,389+46.7% | $84,808+42.5% |
| Participation rate | 63.2% | 63.3%-0.1pp | 69.5%-6.4pp | 68.3%-5.2pp |
| Annual return | 14.10% | 37.29%-23.2pp | 28.67%-14.6pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,167 | $3,179+31.1% | $4,155+0.3% | $4,212-1.1% |
| Admin fee / account holder | $4,480 | $5,467-18.1% | $7,231-38.0% | $7,344-39.0% |