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 | $39,155 | $63,355-38.2% | $91,989-57.4% | $72,985-46.4% |
| Participation rate | 67.5% | 72.5%-5.0pp | 78.6%-11.1pp | 69.5%-2.0pp |
| Annual return | 28.79% | 35.35%-6.6pp | 69.02%-40.2pp | 81.00%-52.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,750 | $4,883+58.7% | $5,923+30.9% | $3,607+114.8% |
| Admin fee / account holder | $3,078 | $4,668-34.1% | $7,743-60.2% | $5,124-39.9% |