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 7-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 | $89,608 | $101,724-11.9% | $164,813-45.6% | $80,856+10.8% |
| Participation rate | 58.6% | 71.8%-13.2pp | 78.6%-20.0pp | 67.6%-9.0pp |
| Annual return | 24.80% | 16.72%+8.1pp | 69.93%-45.1pp | 35.59%-10.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,439 | $4,477+43.8% | $6,031+6.8% | $4,296+49.9% |
| Admin fee / account holder | $12,723 | $8,227+54.6% | $12,690+0.3% | $6,918+83.9% |