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 | $105,267 | $101,724+3.5% | $164,813-36.1% | $80,856+30.2% |
| Participation rate | 63.6% | 71.8%-8.2pp | 78.6%-15.0pp | 67.6%-4.0pp |
| Annual return | 18.73% | 16.72%+2.0pp | 69.93%-51.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $275 | $2,953-90.7% | $4,341-93.7% | $2,755-90.0% |
| Participant deferral / active EE | $2,635 | $4,477-41.1% | $6,031-56.3% | $4,296-38.7% |
| Admin fee / account holder | $10,030 | $8,227+21.9% | $12,690-21.0% | $6,918+45.0% |