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 | $91,031 | $45,035+102.1% | $62,995+44.5% | $70,131+29.8% |
| Participation rate | 63.4% | 69.5%-6.1pp | 74.8%-11.4pp | 69.5%-6.1pp |
| Annual return | 17.39% | 18.76%-1.4pp | 87.57%-70.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,996 | $2,465+62.1% | $3,329+20.0% | $3,332+19.9% |
| Admin fee / account holder | $2,401 | $2,834-15.3% | $3,600-33.3% | $4,645-48.3% |