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 | $95,863 | $95,803+0.1% | $113,168-15.3% | $84,808+13.0% |
| Participation rate | 67.9% | 72.9%-5.0pp | 76.6%-8.7pp | 68.3%-0.5pp |
| Annual return | 17.15% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $305 | $2,360-87.1% | $2,975-89.7% | $2,631-88.4% |
| Participant deferral / active EE | $2,030 | $4,242-52.1% | $5,107-60.2% | $4,212-51.8% |
| Admin fee / account holder | $34,529 | $8,989+284.1% | $12,068+186.1% | $7,344+370.2% |