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 | $142,124 | $181,894-21.9% | $156,549-9.2% | $273,961-48.1% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 8.44% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,289 | $6,248-79.4% | $5,501-76.6% | $4,869-73.5% |
| Participant deferral / active EE | $7,053 | $5,550+27.1% | $4,871+44.8% | $5,287+33.4% |
| Admin fee / account holder | $1,372 | $15,559-91.2% | $13,027-89.5% | $10,132-86.5% |