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 | $94,610 | $52,580+79.9% | $71,671+32.0% | $70,131+34.9% |
| Participation rate | 55.3% | 60.9%-5.6pp | 68.7%-13.5pp | 69.5%-14.3pp |
| Annual return | 16.81% | 20.25%-3.4pp | 20.65%-3.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,384 | $2,386+83.7% | $3,438+27.5% | $3,332+31.6% |
| Admin fee / account holder | $22,602 | $3,653+518.7% | $5,558+306.6% | $4,645+386.5% |