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 | $103,102 | $153,772-33.0% | $133,980-23.0% | $273,961-62.4% |
| Participation rate | 65.2% | 88.4%-23.1pp | 87.1%-21.8pp | 83.0%-17.8pp |
| Annual return | 8.74% | 36.51%-27.8pp | 29.30%-20.6pp | 41.45%-32.7pp |
| Employer contribution / active EE | $672 | $6,029-88.9% | $5,211-87.1% | $4,869-86.2% |
| Participant deferral / active EE | $4,355 | $6,958-37.4% | $6,282-30.7% | $5,287-17.6% |
| Admin fee / account holder | $2,062 | $11,765-82.5% | $9,324-77.9% | $10,132-79.6% |