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 | $97,811 | $81,208+20.4% | $98,907-1.1% | $79,858+22.5% |
| Participation rate | 52.6% | 72.5%-19.9pp | 76.0%-23.4pp | 69.6%-17.0pp |
| Annual return | 12.56% | 60.99%-48.4pp | 196.43%-183.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,591 | $3,265+10.0% | $4,244-15.4% | $3,740-4.0% |
| Admin fee / account holder | $11,105 | $6,013+84.7% | $6,642+67.2% | $5,306+109.3% |