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 | $105,603 | $82,523+28.0% | $115,752-8.8% | $70,131+50.6% |
| Participation rate | 59.4% | 74.0%-14.6pp | 77.8%-18.4pp | 69.5%-10.2pp |
| Annual return | 17.92% | 28.22%-10.3pp | 19.41%-1.5pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,042 | $4,062-25.1% | $5,204-41.5% | $3,332-8.7% |
| Admin fee / account holder | $8,415 | $4,552+84.9% | $6,278+34.0% | $4,645+81.1% |