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 | $91,633 | $55,706+64.5% | $75,886+20.7% | $72,985+25.6% |
| Participation rate | 56.1% | 61.1%-5.1pp | 69.3%-13.2pp | 69.5%-13.4pp |
| Annual return | 20.88% | 27.59%-6.7pp | 30.76%-9.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,722 | $2,634+3.3% | $3,603-24.5% | $3,607-24.6% |
| Admin fee / account holder | $638 | $3,978-84.0% | $5,418-88.2% | $5,124-87.5% |