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 | $76,572 | $58,512+30.9% | $84,015-8.9% | $72,985+4.9% |
| Participation rate | 61.8% | 61.2%+0.5pp | 69.0%-7.2pp | 69.5%-7.7pp |
| Annual return | 20.69% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,717 | $2,394-28.3% | $3,239-47.0% | $3,607-52.4% |
| Admin fee / account holder | $43,636 | $4,569+855.1% | $6,101+615.3% | $5,124+751.5% |