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 | $78,733 | $95,803-17.8% | $113,168-30.4% | $84,808-7.2% |
| Participation rate | 58.5% | 72.9%-14.3pp | 76.6%-18.0pp | 68.3%-9.8pp |
| Annual return | 15.98% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $358 | $2,360-84.9% | $2,975-88.0% | $2,631-86.4% |
| Participant deferral / active EE | $4,123 | $4,242-2.8% | $5,107-19.3% | $4,212-2.1% |
| Admin fee / account holder | $18,696 | $8,989+108.0% | $12,068+54.9% | $7,344+154.6% |