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 | $103,475 | $91,552+13.0% | $133,956-22.8% | $79,858+29.6% |
| Participation rate | 60.3% | 73.3%-13.1pp | 79.8%-19.5pp | 69.6%-9.3pp |
| Annual return | 10.55% | 61.85%-51.3pp | 45.09%-34.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,404 | $3,733+18.0% | $5,048-12.8% | $3,740+17.8% |
| Admin fee / account holder | $5,770 | $6,321-8.7% | $8,927-35.4% | $5,306+8.7% |