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 | $114,254 | $115,882-1.4% | $100,516+13.7% | $158,922-28.1% |
| Participation rate | 61.5% | 81.6%-20.0pp | 79.4%-17.9pp | 82.0%-20.4pp |
| Annual return | 10.28% | 34.79%-24.5pp | 30.89%-20.6pp | 302.83%-292.5pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,526 | $6,674-47.2% | $6,270-43.8% | $5,982-41.1% |
| Admin fee / account holder | $9,479 | $10,995-13.8% | $8,081+17.3% | $11,246-15.7% |