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 | $110,242 | $87,841+25.5% | $133,980-17.7% | $62,891+75.3% |
| Participation rate | 64.3% | 83.4%-19.1pp | 87.1%-22.8pp | 69.3%-5.0pp |
| Annual return | 9.36% | 12.05%-2.7pp | 29.30%-19.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,431 | $4,812+75.2% | $6,282+34.2% | $3,203+163.2% |
| Admin fee / account holder | $7,490 | $5,371+39.4% | $9,324-19.7% | $4,296+74.4% |