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 | $117,361 | $84,233+39.3% | $170,442-31.1% | $70,131+67.3% |
| Participation rate | 67.2% | 70.8%-3.6pp | 83.6%-16.4pp | 69.5%-2.3pp |
| Annual return | 22.50% | 23.06%-0.6pp | 205.93%-183.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,567 | $3,086-16.8% | $4,939-48.0% | $3,332-23.0% |
| Admin fee / account holder | $4,692 | $5,698-17.7% | $13,880-66.2% | $4,645+1.0% |