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 | $96,562 | $81,208+18.9% | $98,907-2.4% | $79,858+20.9% |
| Participation rate | 61.5% | 72.5%-11.0pp | 76.0%-14.5pp | 69.6%-8.1pp |
| Annual return | 11.46% | 60.99%-49.5pp | 196.43%-185.0pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,797 | $3,265-45.0% | $4,244-57.7% | $3,740-52.0% |
| Admin fee / account holder | $5,239 | $6,013-12.9% | $6,642-21.1% | $5,306-1.3% |