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 | $127,065-15.6% | $113,168-5.3% | $142,382-24.7% |
| Participation rate | 57.9% | 79.2%-21.3pp | 76.6%-18.7pp | 80.1%-22.2pp |
| Annual return | 14.59% | 24.03%-9.4pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $446 | $3,442-87.0% | $2,975-85.0% | $4,299-89.6% |
| Participant deferral / active EE | $6,097 | $5,716+6.7% | $5,107+19.4% | $6,507-6.3% |
| Admin fee / account holder | $23,128 | $15,736+47.0% | $12,068+91.6% | $12,624+83.2% |