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 | $107,181 | $124,425-13.9% | $112,040-4.3% | $137,256-21.9% |
| Participation rate | 57.9% | 79.3%-21.4pp | 76.5%-18.6pp | 80.0%-22.1pp |
| Annual return | 14.59% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $446 | $3,411-86.9% | $2,954-84.9% | $4,156-89.3% |
| Participant deferral / active EE | $6,097 | $5,718+6.6% | $5,098+19.6% | $6,407-4.8% |
| Admin fee / account holder | $23,128 | $15,207+52.1% | $12,098+91.2% | $12,270+88.5% |