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 | $107,358 | $65,395+64.2% | $182,532-41.2% | $72,985+47.1% |
| Participation rate | 64.5% | 65.4%-0.9pp | 78.0%-13.5pp | 69.5%-5.0pp |
| Annual return | 21.38% | 27.68%-6.3pp | 148.54%-127.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,087 | $3,563+42.8% | $5,524-7.9% | $3,607+41.0% |
| Admin fee / account holder | $9,215 | $4,245+117.1% | $8,592+7.2% | $5,124+79.8% |