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 | $85,409 | $78,422+8.9% | $95,952-11.0% | $79,858+7.0% |
| Participation rate | 30.4% | 73.5%-43.1pp | 77.1%-46.6pp | 69.6%-39.2pp |
| Annual return | 11.41% | 19.37%-8.0pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,492 | $3,440-27.6% | $4,167-40.2% | $3,740-33.4% |
| Admin fee / account holder | $35,124 | $5,622+524.7% | $6,795+416.9% | $5,306+561.9% |