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 | $102,003 | $85,766+18.9% | $136,294-25.2% | $70,131+45.4% |
| Participation rate | 63.0% | 74.2%-11.1pp | 81.9%-18.9pp | 69.5%-6.5pp |
| Annual return | 22.18% | 31.45%-9.3pp | 5155.94%-5133.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,452 | $5,051+7.9% | $6,247-12.7% | $3,332+63.6% |
| Admin fee / account holder | $1,409 | $5,420-74.0% | $9,243-84.8% | $4,645-69.7% |