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 | $94,149 | $95,803-1.7% | $113,168-16.8% | $84,808+11.0% |
| Participation rate | 48.6% | 72.9%-24.2pp | 76.6%-27.9pp | 68.3%-19.7pp |
| Annual return | 12.40% | 25.00%-12.6pp | 24.27%-11.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $681 | $2,360-71.1% | $2,975-77.1% | $2,631-74.1% |
| Participant deferral / active EE | $2,344 | $4,242-44.8% | $5,107-54.1% | $4,212-44.4% |
| Admin fee / account holder | $16,419 | $8,989+82.7% | $12,068+36.1% | $7,344+123.6% |