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 | $86,025 | $71,050+21.1% | $93,606-8.1% | $80,856+6.4% |
| Participation rate | 69.5% | 60.4%+9.1pp | 68.7%+0.8pp | 67.6%+1.8pp |
| Annual return | 17.65% | 11.26%+6.4pp | 133.20%-115.5pp | 35.59%-17.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,274 | $4,034+55.5% | $4,411+42.2% | $4,296+46.1% |
| Admin fee / account holder | $2,850 | $6,945-59.0% | $8,285-65.6% | $6,918-58.8% |