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 | $108,246 | $91,552+18.2% | $133,956-19.2% | $79,858+35.5% |
| Participation rate | 67.5% | 73.3%-5.8pp | 79.8%-12.3pp | 69.6%-2.1pp |
| Annual return | 16.87% | 61.85%-45.0pp | 45.09%-28.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $5 | $2,384-99.8% | $3,919-99.9% | $2,471-99.8% |
| Participant deferral / active EE | $3,127 | $3,733-16.2% | $5,048-38.0% | $3,740-16.4% |
| Admin fee / account holder | $9,274 | $6,321+46.7% | $8,927+3.9% | $5,306+74.8% |