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 | $82,102 | $94,625-13.2% | $116,228-29.4% | $84,808-3.2% |
| Participation rate | 56.3% | 70.4%-14.2pp | 74.6%-18.3pp | 68.3%-12.1pp |
| Annual return | 16.11% | 20.40%-4.3pp | 90.06%-73.9pp | 40.90%-24.8pp |
| Employer contribution / active EE | $369 | $2,347-84.3% | $2,994-87.7% | $2,631-86.0% |
| Participant deferral / active EE | $1,836 | $3,972-53.8% | $4,953-62.9% | $4,212-56.4% |
| Admin fee / account holder | $9,964 | $10,091-1.3% | $11,989-16.9% | $7,344+35.7% |