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 | $99,052 | $47,944+106.6% | $67,834+46.0% | $62,891+57.5% |
| Participation rate | 54.8% | 61.1%-6.2pp | 68.8%-14.0pp | 69.3%-14.5pp |
| Annual return | 9.97% | 11.77%-1.8pp | 138.47%-128.5pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,750 | $2,247+111.4% | $3,160+50.3% | $3,203+48.3% |
| Admin fee / account holder | $11,453 | $3,712+208.6% | $4,622+147.8% | $4,296+166.6% |