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 | $121,145 | $94,031+28.8% | $115,768+4.6% | $82,448+46.9% |
| Participation rate | 68.3% | 70.4%-2.1pp | 74.4%-6.1pp | 68.1%+0.2pp |
| Annual return | 15.52% | 20.61%-5.1pp | 100.46%-84.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $583 | $2,323-74.9% | $2,940-80.2% | $2,551-77.1% |
| Participant deferral / active EE | $3,554 | $3,972-10.5% | $4,917-27.7% | $4,139-14.1% |
| Admin fee / account holder | $9,458 | $10,249-7.7% | $12,439-24.0% | $7,234+30.7% |