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 | $105,263 | $63,764+65.1% | $81,930+28.5% | $79,858+31.8% |
| Participation rate | 68.9% | 67.5%+1.4pp | 72.0%-3.1pp | 69.6%-0.7pp |
| Annual return | 18.75% | 22.66%-3.9pp | 29.49%-10.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,453 | $2,780+60.1% | $7,107-37.3% | $3,740+19.1% |
| Admin fee / account holder | $1,400 | $4,426-68.4% | $5,158-72.8% | $5,306-73.6% |