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 | $61,798 | $95,803-35.5% | $113,168-45.4% | $84,808-27.1% |
| Participation rate | 68.6% | 72.9%-4.3pp | 76.6%-8.0pp | 68.3%+0.3pp |
| Annual return | 14.76% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,427 | $4,242-19.2% | $5,107-32.9% | $4,212-18.6% |
| Admin fee / account holder | $2,818 | $8,989-68.7% | $12,068-76.7% | $7,344-61.6% |