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 | $105,377 | $87,037+21.1% | $106,201-0.8% | $80,874+30.3% |
| Participation rate | 69.0% | 70.4%-1.4pp | 75.3%-6.2pp | 67.6%+1.4pp |
| Annual return | 11.14% | 17.05%-5.9pp | 116.26%-105.1pp | 35.62%-24.5pp |
| Employer contribution / active EE | $591 | $2,396-75.3% | $3,170-81.4% | $2,756-78.6% |
| Participant deferral / active EE | $4,717 | $3,986+18.3% | $5,012-5.9% | $4,297+9.8% |
| Admin fee / account holder | $2,539 | $8,434-69.9% | $11,039-77.0% | $6,935-63.4% |