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 | $108,457 | $95,803+13.2% | $113,168-4.2% | $84,808+27.9% |
| Participation rate | 63.6% | 72.9%-9.2pp | 76.6%-12.9pp | 68.3%-4.7pp |
| Annual return | 14.44% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $443 | $2,360-81.2% | $2,975-85.1% | $2,631-83.1% |
| Participant deferral / active EE | $3,051 | $4,242-28.1% | $5,107-40.3% | $4,212-27.6% |
| Admin fee / account holder | $5,091 | $8,989-43.4% | $12,068-57.8% | $7,344-30.7% |