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 | $112,746 | $43,075+161.7% | $74,583+51.2% | $62,891+79.3% |
| Participation rate | 60.0% | 58.1%+1.9pp | 68.1%-8.1pp | 69.3%-9.3pp |
| Annual return | 5.56% | 17.50%-11.9pp | 20.47%-14.9pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,640 | $2,389+52.3% | $3,458+5.3% | $3,203+13.6% |
| Admin fee / account holder | $1,536 | $2,840-45.9% | $4,138-62.9% | $4,296-64.2% |