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 | $95,453-17.5% | $112,040-29.7% | $82,448-4.5% |
| Participation rate | 58.5% | 72.8%-14.2pp | 76.5%-18.0pp | 68.1%-9.5pp |
| Annual return | 15.98% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $358 | $2,318-84.6% | $2,954-87.9% | $2,551-86.0% |
| Participant deferral / active EE | $4,123 | $4,224-2.4% | $5,098-19.1% | $4,139-0.4% |
| Admin fee / account holder | $18,696 | $9,013+107.4% | $12,098+54.5% | $7,234+158.4% |