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 | $106,181 | $101,724+4.4% | $164,813-35.6% | $80,856+31.3% |
| Participation rate | 63.0% | 71.8%-8.8pp | 78.6%-15.6pp | 67.6%-4.6pp |
| Annual return | 27.32% | 16.72%+10.6pp | 69.93%-42.6pp | 35.59%-8.3pp |
| Employer contribution / active EE | $591 | $2,953-80.0% | $4,341-86.4% | $2,755-78.6% |
| Participant deferral / active EE | $3,011 | $4,477-32.7% | $6,031-50.1% | $4,296-29.9% |
| Admin fee / account holder | $4,975 | $8,227-39.5% | $12,690-60.8% | $6,918-28.1% |