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 | $62,901 | $52,903+18.9% | $73,307-14.2% | $59,632+5.5% |
| Participation rate | 57.6% | 68.2%-10.6pp | 74.9%-17.3pp | 68.7%-11.0pp |
| Annual return | 5.50% | 12.20%-6.7pp | 5.67%-0.2pp | 2041.28%-2035.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,108 | $4,069+148.4% | $4,991+102.5% | $3,192+216.7% |
| Admin fee / account holder | $5,435 | $3,834+41.8% | $5,637-3.6% | $4,297+26.5% |