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 | $153,595 | $101,724+51.0% | $164,813-6.8% | $80,856+90.0% |
| Participation rate | 69.1% | 71.8%-2.7pp | 78.6%-9.5pp | 67.6%+1.5pp |
| Annual return | 12.20% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $645 | $2,953-78.2% | $4,341-85.2% | $2,755-76.6% |
| Participant deferral / active EE | $4,798 | $4,477+7.2% | $6,031-20.5% | $4,296+11.7% |
| Admin fee / account holder | $10,742 | $8,227+30.6% | $12,690-15.3% | $6,918+55.3% |