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 | $102,766 | $87,013+18.1% | $106,213-3.2% | $80,856+27.1% |
| Participation rate | 69.2% | 70.4%-1.2pp | 75.3%-6.0pp | 67.6%+1.6pp |
| Annual return | 16.32% | 17.05%-0.7pp | 116.14%-99.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,187 | $3,986+5.0% | $5,016-16.5% | $4,296-2.5% |
| Admin fee / account holder | $1,308 | $8,431-84.5% | $11,033-88.1% | $6,918-81.1% |