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 | $88,619 | $76,552+15.8% | $123,892-28.5% | $62,891+40.9% |
| Participation rate | 54.3% | 73.0%-18.7pp | 81.4%-27.1pp | 69.3%-15.0pp |
| Annual return | 6.46% | 18.68%-12.2pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $364 | $2,883-87.4% | $4,617-92.1% | $2,281-84.0% |
| Participant deferral / active EE | $3,184 | $4,840-34.2% | $5,984-46.8% | $3,203-0.6% |
| Admin fee / account holder | $7,169 | $4,826+48.6% | $8,357-14.2% | $4,296+66.9% |