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 | $104,531 | $109,881-4.9% | $150,045-30.3% | $84,808+23.3% |
| Participation rate | 52.4% | 76.1%-23.7pp | 82.3%-29.9pp | 68.3%-15.9pp |
| Annual return | 32.35% | 28.25%+4.1pp | 62.55%-30.2pp | 40.90%-8.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,615 | $6,636+14.8% | $7,997-4.8% | $4,212+80.8% |
| Admin fee / account holder | $4,222 | $8,568-50.7% | $13,435-68.6% | $7,344-42.5% |