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 | $141,185 | $95,803+47.4% | $113,168+24.8% | $84,808+66.5% |
| Participation rate | 62.7% | 72.9%-10.2pp | 76.6%-13.9pp | 68.3%-5.6pp |
| Annual return | 12.40% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $569 | $2,360-75.9% | $2,975-80.9% | $2,631-78.4% |
| Participant deferral / active EE | $5,206 | $4,242+22.7% | $5,107+1.9% | $4,212+23.6% |
| Admin fee / account holder | $8,469 | $8,989-5.8% | $12,068-29.8% | $7,344+15.3% |