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 | $116,591 | $83,477+39.7% | $125,175-6.9% | $72,985+59.7% |
| Participation rate | 67.3% | 73.3%-6.0pp | 79.8%-12.4pp | 69.5%-2.1pp |
| Annual return | 27.63% | 25.78%+1.8pp | 43.79%-16.2pp | 81.00%-53.4pp |
| Employer contribution / active EE | $455 | $2,345-80.6% | $3,865-88.2% | $2,440-81.4% |
| Participant deferral / active EE | $2,897 | $3,585-19.2% | $4,937-41.3% | $3,607-19.7% |
| Admin fee / account holder | $4,495 | $5,517-18.5% | $9,702-53.7% | $5,124-12.3% |