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 | $90,136 | $74,927+20.3% | $101,794-11.5% | $84,808+6.3% |
| Participation rate | 62.7% | 61.4%+1.2pp | 69.2%-6.5pp | 68.3%-5.7pp |
| Annual return | 14.45% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $297 | $1,522-80.5% | $2,289-87.0% | $2,631-88.7% |
| Participant deferral / active EE | $4,268 | $3,099+37.7% | $4,084+4.5% | $4,212+1.4% |
| Admin fee / account holder | $19,309 | $6,514+196.4% | $8,777+120.0% | $7,344+162.9% |