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 | $97,970 | $91,552+7.0% | $133,956-26.9% | $79,858+22.7% |
| Participation rate | 61.6% | 73.3%-11.7pp | 79.8%-18.2pp | 69.6%-8.0pp |
| Annual return | 18.03% | 61.85%-43.8pp | 45.09%-27.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $439 | $2,384-81.6% | $3,919-88.8% | $2,471-82.2% |
| Participant deferral / active EE | $2,383 | $3,733-36.2% | $5,048-52.8% | $3,740-36.3% |
| Admin fee / account holder | $9,573 | $6,321+51.4% | $8,927+7.2% | $5,306+80.4% |