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 | $106,624 | $78,422+36.0% | $95,952+11.1% | $79,858+33.5% |
| Participation rate | 64.7% | 73.5%-8.8pp | 77.1%-12.4pp | 69.6%-4.9pp |
| Annual return | 12.80% | 19.37%-6.6pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,913 | $3,440+42.8% | $4,167+17.9% | $3,740+31.4% |
| Admin fee / account holder | $7,278 | $5,622+29.5% | $6,795+7.1% | $5,306+37.2% |