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 | $78,593 | $95,453-17.7% | $112,040-29.9% | $82,448-4.7% |
| Participation rate | 56.6% | 72.8%-16.2pp | 76.5%-19.9pp | 68.1%-11.5pp |
| Annual return | 14.88% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $417 | $2,318-82.0% | $2,954-85.9% | $2,551-83.7% |
| Participant deferral / active EE | $2,697 | $4,224-36.2% | $5,098-47.1% | $4,139-34.8% |
| Admin fee / account holder | $7,434 | $9,013-17.5% | $12,098-38.5% | $7,234+2.8% |