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 | $94,977 | $110,257-13.9% | $96,544-1.6% | $139,434-31.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 22.76% | 26.32%-3.6pp | 25.84%-3.1pp | 372.94%-350.2pp |
| Employer contribution / active EE | $435 | $3,620-88.0% | $2,965-85.3% | $4,751-90.8% |
| Participant deferral / active EE | $3,838 | $5,548-30.8% | $4,851-20.9% | $6,710-42.8% |
| Admin fee / account holder | $16,931 | $11,591+46.1% | $8,252+105.2% | $11,403+48.5% |