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 | $114,255 | $76,367+49.6% | $93,606+22.1% | $72,985+56.5% |
| Participation rate | 67.9% | 71.7%-3.9pp | 75.8%-8.0pp | 69.5%-1.6pp |
| Annual return | 22.58% | 25.82%-3.2pp | 32.76%-10.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,986 | $3,538-15.6% | $4,069-26.6% | $3,607-17.2% |
| Admin fee / account holder | $1,097 | $6,838-84.0% | $7,888-86.1% | $5,124-78.6% |