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 | $110,898 | $87,870+26.2% | $113,168-2.0% | $74,304+49.2% |
| Participation rate | 40.1% | 70.7%-30.6pp | 76.6%-36.5pp | 60.3%-20.2pp |
| Annual return | 15.84% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $258 | $2,277-88.7% | $2,975-91.3% | $2,241-88.5% |
| Participant deferral / active EE | $2,168 | $4,241-48.9% | $5,107-57.5% | $3,767-42.4% |
| Admin fee / account holder | $6,383 | $3,368+89.5% | $12,068-47.1% | $2,969+115.0% |