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 | $107,998 | $67,606+59.7% | $82,313+31.2% | $70,131+54.0% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 17.23% | 21.57%-4.3pp | 25.88%-8.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $262 | $1,755-85.1% | $2,428-89.2% | $2,342-88.8% |
| Participant deferral / active EE | $2,616 | $2,987-12.4% | $3,706-29.4% | $3,332-21.5% |
| Admin fee / account holder | $840 | $4,512-81.4% | $5,608-85.0% | $4,645-81.9% |