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 | $109,522 | $95,803+14.3% | $113,168-3.2% | $84,808+29.1% |
| Participation rate | 62.4% | 72.9%-10.5pp | 76.6%-14.2pp | 68.3%-6.0pp |
| Annual return | 13.89% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $615 | $2,360-74.0% | $2,975-79.3% | $2,631-76.6% |
| Participant deferral / active EE | $4,265 | $4,242+0.5% | $5,107-16.5% | $4,212+1.3% |
| Admin fee / account holder | $8,180 | $8,989-9.0% | $12,068-32.2% | $7,344+11.4% |