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 | $103,151 | $58,512+76.3% | $84,015+22.8% | $72,985+41.3% |
| Participation rate | 53.6% | 61.2%-7.7pp | 69.0%-15.4pp | 69.5%-15.9pp |
| Annual return | 23.75% | 28.93%-5.2pp | 71.31%-47.6pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,249 | $2,394-6.0% | $3,239-30.5% | $3,607-37.6% |
| Admin fee / account holder | $2,552 | $4,569-44.1% | $6,101-58.2% | $5,124-50.2% |