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 | $93,987 | $40,256+133.5% | $57,343+63.9% | $59,632+57.6% |
| Participation rate | 65.0% | 69.2%-4.2pp | 75.1%-10.1pp | 68.7%-3.7pp |
| Annual return | -0.88% | 27.49%-28.4pp | 24.39%-25.3pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,614 | $2,399+50.6% | $3,162+14.3% | $3,192+13.2% |
| Admin fee / account holder | $3,396 | $2,818+20.5% | $3,356+1.2% | $4,297-21.0% |