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 | $108,964 | $62,573+74.1% | $85,682+27.2% | $85,850+26.9% |
| Participation rate | 65.6% | 61.1%+4.5pp | 69.9%-4.3pp | 69.3%-3.7pp |
| Annual return | 23.72% | 23.77%0pp | 21.49%+2.2pp | 318.53%-294.8pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,341 | $2,802-52.2% | $3,923-65.8% | $3,952-66.1% |
| Admin fee / account holder | $11,799 | $4,640+154.3% | $6,873+71.7% | $6,260+88.5% |