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 | $102,097 | $108,825-6.2% | $156,181-34.6% | $82,448+23.8% |
| Participation rate | 62.7% | 72.4%-9.7pp | 78.8%-16.1pp | 68.1%-5.4pp |
| Annual return | 22.55% | 20.59%+2.0pp | 64.87%-42.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $69 | $2,870-97.6% | $4,294-98.4% | $2,551-97.3% |
| Participant deferral / active EE | $5,296 | $4,577+15.7% | $6,132-13.6% | $4,139+27.9% |
| Admin fee / account holder | $7,629 | $9,341-18.3% | $14,586-47.7% | $7,234+5.5% |