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 | $110,871 | $94,625+17.2% | $116,228-4.6% | $84,808+30.7% |
| Participation rate | 47.7% | 70.4%-22.7pp | 74.6%-26.8pp | 68.3%-20.6pp |
| Annual return | 13.07% | 20.40%-7.3pp | 90.06%-77.0pp | 40.90%-27.8pp |
| Employer contribution / active EE | $439 | $2,347-81.3% | $2,994-85.3% | $2,631-83.3% |
| Participant deferral / active EE | $2,596 | $3,972-34.6% | $4,953-47.6% | $4,212-38.4% |
| Admin fee / account holder | $6,733 | $10,091-33.3% | $11,989-43.8% | $7,344-8.3% |