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 | $107,382 | $87,013+23.4% | $106,213+1.1% | $80,856+32.8% |
| Participation rate | 50.6% | 70.4%-19.8pp | 75.3%-24.7pp | 67.6%-17.0pp |
| Annual return | 13.50% | 17.05%-3.6pp | 116.14%-102.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,486 | $3,986-37.6% | $5,016-50.4% | $4,296-42.1% |
| Admin fee / account holder | $4,749 | $8,431-43.7% | $11,033-57.0% | $6,918-31.3% |