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 | $102,752 | $93,571+9.8% | $135,903-24.4% | $75,163+36.7% |
| Participation rate | 57.5% | 75.2%-17.7pp | 81.9%-24.4pp | 67.2%-9.7pp |
| Annual return | 26.72% | 30.90%-4.2pp | 68.23%-41.5pp | 160.62%-133.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,914 | $6,404+54.8% | $7,758+27.8% | $4,125+140.3% |
| Admin fee / account holder | $7,427 | $6,975+6.5% | $10,762-31.0% | $5,651+31.4% |