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 | $85,632 | $71,050+20.5% | $93,606-8.5% | $80,856+5.9% |
| Participation rate | 59.3% | 60.4%-1.1pp | 68.7%-9.4pp | 67.6%-8.3pp |
| Annual return | 17.61% | 11.26%+6.4pp | 133.20%-115.6pp | 35.59%-18.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,962 | $4,034-1.8% | $4,411-10.2% | $4,296-7.8% |
| Admin fee / account holder | $3,954 | $6,945-43.1% | $8,285-52.3% | $6,918-42.8% |