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 | $91,670 | $228,332-59.9% | $185,823-50.7% | $158,922-42.3% |
| Participation rate | 55.6% | 82.3%-26.7pp | 78.0%-22.5pp | 82.0%-26.4pp |
| Annual return | 10.39% | 40.80%-30.4pp | 35.95%-25.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $237 | $4,967-95.2% | $4,087-94.2% | $4,761-95.0% |
| Participant deferral / active EE | $3,370 | $6,415-47.5% | $5,632-40.2% | $5,982-43.7% |
| Admin fee / account holder | $11,677 | $11,864-1.6% | $9,500+22.9% | $11,246+3.8% |