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 | $87,240 | $68,719+27.0% | $91,541-4.7% | $84,808+2.9% |
| Participation rate | 50.0% | 64.5%-14.5pp | 69.8%-19.8pp | 68.3%-18.3pp |
| Annual return | 14.79% | 19.12%-4.3pp | 20.50%-5.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $227 | $1,920-88.2% | $2,505-90.9% | $2,631-91.4% |
| Participant deferral / active EE | $1,232 | $3,136-60.7% | $4,008-69.3% | $4,212-70.7% |
| Admin fee / account holder | $2,639 | $5,786-54.4% | $6,956-62.1% | $7,344-64.1% |