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 | $106,503 | $91,552+16.3% | $133,956-20.5% | $79,858+33.4% |
| Participation rate | 54.3% | 73.3%-19.1pp | 79.8%-25.6pp | 69.6%-15.3pp |
| Annual return | 15.02% | 61.85%-46.8pp | 45.09%-30.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,927 | $3,733+112.3% | $5,048+57.0% | $3,740+111.9% |
| Admin fee / account holder | $4,203 | $6,321-33.5% | $8,927-52.9% | $5,306-20.8% |